Broadleaf Partners, LLC is a growth focused investment management firm serving the needs of foundations and endowments, retirement plans and high net worth individuals.
We have two simple objectives:
- To outperform the S&P 500 over a full market cycle on a net of fees basis, following our disciplined and dynamic portfolio management process.
- To seek a better understanding of the economy, the market and investing in general, and to educate our clients along the way.
To discover more about Broadleaf Partners and our experienced team, view the Value Statement and Our Team pages. Also, we are served by an Advisory Board made up of industry experts and trusted individuals who bring insight, advice and opinions to our team.