Private Investors
As a high net worth investor, you’ll find that our strategy is both similar to and different from that of the institutional investor. It’s similar in that we base our investment decisions on a strong foundation and a proven investment process, yet different because as an individual we’re able to deal exclusively with your unique investment goals and objectives.
Once we’ve evaluated your assets and become familiar with your financial goals, we are able to determine which of our investment products is best suited for you. If your primary concern is long term growth, our Broadleaf Growth Equity Portfolio (BGEP) may be a good fit for you. On the other hand, one of the three Broadleaf Strategic Investment Portfolios (STRIPS) may be more appropriate if your main focus is on preserving capital, generating income, or managing risk.
Contact us to discover which option is best for you and your unique situation.
Our Investment Process
Create
We actively research and select our favorite 25-35 growth stocks to create a portfolio that is designed to outperform the S&P 500 over the forecast period.
Manage
We manage the portfolio by closely following earnings trends, tracking performance of individual holdings through different market environments and employing our rigorous sell discipline.
Critique
Over time, we critique the investment returns as well as the changes we’ve made to ensure that we’re adding value and improving investor outcomes in the future.
Our Recent Thoughts
What’s Next?
The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23rd, nearly a month ago. Bear market rallies, defined as short term, powerful upside moves within a bear market environment are commonplace, but this one has been so strong that in the absence of general news, one might wonder if anything unusual was occurring in the world. [Read More]
Bear Market Territory
Wow, what a crazy week it has been. The country is in virtual lockdown as people learn “social distancing” which, it is hoped, will delay and reduce the spread of disease and with it, the burdens on our nation’s hospitals and health care staffs. Nothing seems too shocking anymore, including news, just in, that all restaurants in Ohio will be shut down after 9pm tonight. Take-out and delivery service, only. [Read More]
Correction Territory
I left the office yesterday at 3pm and the market was down one percent. That didn’t feel too bad considering the rapid declines of the past week. But within sixty minutes, the wheels had fallen off the proverbial truck, with the market sliding 4.4% on the day. It was Tuesday morning, I believe, that a strategist’s comments passed my desk, mentioning that the market had declined more in four days than it had in any four-day period in decades. [Read More]
Broadleaf Partners Recognized Again as the #1 Performing Top Gun at PSN
PSN, a nationally recognized investment manager database, has identified Broadleaf Partners as the #1 performing investment manager in their Large Cap Growth universe over the trailing three-year period ended December 31, 2019. We're proud of this four star rating as it highlights not only superior performance, but consistency of long-term returns over three-year rolling periods. [Read More]