A customized portfolio tailored to a client's specific risk profile utilizing several different asset classes and investment vehicles
Client portfolios may use Broadleaf's Growth Equity Portfolio, fixed income securities, and international and value oriented no-load mutual and exchange traded funds
Appropriate for clients seeking to have Broadleaf Partners manage their entire asset portfolio
Perform a review of the client's self-managed or professionally-managed investment portfolio
Provide overall asset allocation recommendations based on our review of the client's goals and their existing portfolio
Appropriate for clients seeking to maintain full discretion of their account but have Broadleaf provide a supervisory role making investment recommendations as market factors dictate
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