We are Active Money Managers
We are a boutique active money management firm best known for our Broadleaf Growth Equity Portfolio (BGEP). The BGEP is appropriate for clients seeking exposure to a growth oriented investment style for a portion of their overall investment portfolio. Our objective is 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.
In a climate where investors have come to accept average returns of passive investments as the new norm, we remain unabashedly committed to picking stocks and managing portfolios with the goal of delivering winning results. Too many investors have been indoctrinated into the view that they can’t outperform, and that it isn’t even worth trying.