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RIA · CRD 166834SEC-Registered

Updated:

STEADY RETURNS

Steady Returns LLC provides low-volatility investing for people who want to preserve their nest eggs. They build customized portfolios focused on...

Overview

Steady Returns LLC provides low-volatility investing for people who want to preserve their nest eggs. They build customized portfolios focused on income-producing investments, primarily bonds that pay a fixed rate of interest and dividend-paying stocks. They have managed fixed income portfolios for two decades and hold client accounts at Charles Schwab.

General information

Firm type

RIA

Location

City

Port St. Lucie

Principals

Chris Burr

Client Service

Katherine Burr

Business Development

Michael Burr

Portfolio Management

Frequently asked questions

Does Steady Returns participate in fund commitments or only direct deals?

The firm's investment methods are unknown. Without disclosed portfolio holdings or fund relationships, this cannot be assessed.

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