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2013 STRIPs Annual Review

Founded in 2005 by Doug MacKay, Broadleaf Partners began as an institutional growth equity manager, and we continue to build out our reputation in that space.  A need for more comprehensive portfolio management strategies emerged in 2009 when Bill Hoover joined the firm and brought with him a clientele that looked to Broadleaf Partners to help them navigate the markets and achieve their long-term investment objectives.  In order to facilitate that need, we developed the Broadleaf Strategic Investment Portfolios (STRIPs).

STRIPs are objective based, globally diversified portfolios designed to match an investors’ desire for market participation with a level of risk management that corresponds to their risk tolerance.

To read the 2013 STRIPs Annual Review click here.