Home / Investment Management

Investment Management

A disciplined process that begins with an analysis of your goals and risk tolerance — and stays focused on the long term.

PHILOSOPHY

Steadfast uses primarily no-load mutual funds and ETFs selected through rigorous research to identify fund managers with sustainable competitive advantages. Our portfolio allocation strategy combines diversified asset classes suited to each client's timeframe and risk tolerance, grounded in modern portfolio theory principles. We avoid attempts at market timing, but periodically adjust model portfolios tactically when market segments appear meaningfully overvalued or undervalued.

HOW WE INVEST

Disciplined Process,
Personalized Portfolios

  • Goals & risk‑tolerance analysis
  • Diversified asset allocation
  • Long‑term perspective
  • No‑load mutual funds & ETFs
  • Rigorous manager research
  • Modern portfolio theory principles
  • Periodic tactical adjustments
  • Quarterly performance reporting
  • Online client access
Schedule a Review
Active retired couple enjoying a round of golf together
FEE SCHEDULE

Transparent,
Tiered Pricing

Straightforward, asset-based fees that decrease as your portfolio grows — aligned with your long-term success and never tied to product commissions.

Portfolio SizeAnnual Fee
Accounts under $1,000,0001.00%
First $3,000,0000.75%
Next $2,000,000 ($3M – $5M)0.60%
Assets above $5,000,0000.50%

Quarterly reports display holdings and performance versus relevant benchmarks. Clients can request reporting on unmanaged assets and online access for frequent investment monitoring.

No-LoadFunds & ETFs
QuarterlyPerformance reports
FiduciaryAlways your best interest
1998Serving clients since