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Value Statement

Cuyahoga Valley National Park, Doug MacKay

Broadleaf Partners is a research-driven investment management boutique.  By industry standards, we’re a small firm.

While many investment management firms focus on growing their assets under management by expanding their client base, we focus on delivering superior investment results to our current clients.

We measure the success of our business by the investment performance of our portfolios, not by the industry standard metric of assets under management.

Our current clients come first, and benefit from our smaller size because we operate nimbly, make portfolio adjustments seamlessly and are free of the friction and “group-think” that pervade large investment management firms.