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Broadleaf Growth Equity Portfolio

Blue Hen Falls, Rob MacKay

The Broadleaf Growth Equity Portfolio’s goal is to outperform the S&P 500 and Russell 1000 Growth indices over a three to five year time horizon or full market cycle. It is suitable for investors seeking an exposure to an all-cap, concentrated equity investment style which may be more volatile than the market as a whole.

Investors should consider it as a portion of their investment portfolio, within the context of their overall asset allocation.

For additional details, including top holdings, portfolio statistics and our market outlook, please refer to our most Recent Performance and Market Commentary.

Account Minimum
The minimum account value for the Broadleaf Growth Equity Portfolio is $250,000.

Fee Structure
Fees are 1% of assets under management, billed quarterly in arrears.   Breakpoints are available at specific asset levels.

Custodian
Broadleaf Partners, LLC does not directly hold client assets, but maintains custodial relationships with other firms including Charles Schwab, RW Baird, Northern Trust, Wells Fargo, and Fifth Third.   In certain circumstances, Broadleaf can explore relationships with your preferred custodian if it is not one of the aforementioned.