# STEADY RETURNS

STEADY RETURNS is a RIA based in Port St. Lucie.

## Overview

- **Organization type:** RIA
- **Headquarters:** Port St. Lucie
- **Assets under management:** Undisclosed
- **Website:** https://steady-returns.com/
- **LinkedIn:** https://www.linkedin.com/company/steady-returns-llc

## Regulatory record

- **CRD number:** 166834
- **SEC file number:** 801-121868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166834

## About

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.

## People

- Chris Burr — Client Service
- Katherine Burr — Business Development
- Michael Burr — Portfolio Management

## Questions

### Who runs investment decisions at Steady Returns?

The firm has not publicly named any investment professionals or decision-makers. Many family offices in this position delegate capital to external managers or keep operations private.

### 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.

## Related profiles

- [Chapman Investment Management](https://altss.com/profile/chapman-investment-management-llc)
- [Clemensen Capital Company](https://altss.com/profile/clemensen-capital-company-llc)

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Last updated: 2026-08-11T15:08:11.274Z

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