Investments rooted in what you already love.
Hold strong. Let ownership compound. Three publicly traded model funds — built with institutional multi-strategy discipline. Allocate across them based on your age and risk tolerance.
Survive the drawdowns. Compound through the cycles.
We focus on revenue-proven, user-sticky, highly profitable companies with wide economic moats, recurring revenue streams, and proven ability to survive major market drawdowns. AI infrastructure and power leaders sit alongside execution-tested compounders, with a disciplined innovation overlay for asymmetric upside.
Durable moats
Pricing power, switching costs, network effects, and recurring revenue — the four pillars of companies that survive every regime.
Cycle-tested execution
Holdings have weathered 2020, 2022, and beyond — generating cash through the worst, not just the best, conditions.
Disciplined innovation lens
Selective innovation exposure (AI compute, autonomy, energy storage) integrated within a disciplined risk framework.
Allocate by age and risk tolerance.
Young and aggressive? Lean Growth. Older and protecting capital? Lean Defensive. Use the interactive allocation slider on the funds page to find your blend — or just explore each fund and what's in it.
Steadfast Growth
Long-term compounding through resilient, high-margin growth names with recurring revenue.
Target: 12–20% annualized (hypothetical)
Top holdings: QQQ, MSFT, AMZN, NVDA, TSLA
Steadfast Stable Growth
Sustainable growth from proven profitable businesses with strong moats and recurring revenue.
Target: 8–14% annualized (hypothetical)
Top holdings: VOO, QQQ, MSFT, XLV, COST
Steadfast Defensive
Capital preservation with user-essential profitable companies and proven hedges.
Target: 5–10% annualized (hypothetical)
Top holdings: AGG, USMV, XLP, XLU, GLD
"Wide moats, recurring revenue, and proven resilience — the durable competitive advantages that have historically weathered every major drawdown." — Steadfast Philosophy
Four ways to work with us.
For founders, families, individuals, and companies seeking disciplined financial structuring and longevity-oriented investment guidance.
Financial Snapshots
Rigorous market research, environmental analysis, and positioning for publicly traded names. $25 quick tier or $100 deep tier.
The Steadfast Brief
Daily model fund updates — holdings movement, weight shifts, news flow, macro and regulatory signal — aggregated and presented cleanly. Five-minute read, every market open.
Market & Regulatory Reports
Custom-ordered, aggregated research on specific companies, mergers, sectors, or regulatory developments. $150–$550 per report or project.