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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2013
- Office Locations
- 2
Office Locations
About Steady Returns
Steady Returns is an RIA focused on low-volatility, income-oriented portfolio management for investors seeking to preserve their nest egg, especially as income and stability matter more than pure growth. The team builds customized, diversified portfolios from the ground up, emphasizing fixed income (bonds) and established dividend-paying stocks to help reduce drawdowns and provide consistent income. Client assets are custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CHRISTOPHER VINCENT BURR
Managing Member
- CRD
- #2893358
- Ownership
- 50% but less than 75%
MICHAEL WILLIAM BURR
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5102722
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,845,985 | $297,665 |
| Non-Discretionary | $0 | -- |
| Total | $159,845,985 | $297,665 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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