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PRODUCTS

Photo courtesy of Joe Prekop

The Broadleaf Growth Equity Portfolio
The Broadleaf Growth Equity Portfolio holds roughly thirty individual equity securities and is appropriate for clients seeking exposure to a growth oriented investment style for a portion of their overall investment portfolio. All client portfolios are separately managed.

We manage the portfolio using a proprietary investment strategy which incorporates our top-down macroeconomic views coupled with company specific, bottoms-up fundamental considerations.  The portfolio’s objective is to outperform the S&P 500 over a full market cycle – typically three to five years.


The Broadleaf Strategic Investment Portfolios
The Broadleaf Strategic Investment Portfolios (STRIPS) are a group of three actively managed investment portfolios created for investors of varying risk tolerances and investment objectives.  All client portfolios are separately managed and follow one of the three actively managed investment models.

Each STRIP utilizes the same proprietary investment strategy employed in the management of The Broadleaf Growth Equity Portfolio and couples it with the use of additional asset classes and investment strategies to meet the specific objectives of each model, allowing for broader portfolio diversification. Each model may include individual stocks, bonds, cash, mutual funds and exchange traded funds.