Investment Advisory
It doesn’t have to be nauseating.
Our Service
Discover unparalleled financial growth with Leadwood Financial Services' Investment Advisory Service. Our expert team is dedicated to guiding you through the intricate world of investments, tailoring strategies that align with your unique goals and risk tolerance. Whether you're a seasoned investor seeking to optimize your portfolio or just starting to explore the possibilities, our personalized approach ensures your financial journey is marked by informed decisions and successful outcomes. With Leadwood, your investments are more than numbers – they're the building blocks of your prosperous future.
We have a very simple fee structure for investment advice. We apply an annual fee on the assets we manage for you billed monthly. Our ideal client is someone with at least one hundred thousand dollars ($100,000) in investible assets and/or annual salary, but we do have some exceptions.
We apply a 1% annual fee for managing investible assets between $100k-$1M
We apply a 0.75% annual fee for managing investible assets above $1M
Our investment philosophy
Our investment philosophy takes the data, evidence, and logic approach when making recommendations or analyses. We are not in the habit of using best guess or gut instinct. Many investors try to control the market by timing it; they are in and out of investments reacting more on emotion, news, momentum and guessing where each unique security is heading. If you are looking for active and speculative trading (i.e. day trading), you’d find a better fit for you outside of our firm.
We don’t rely on the short-term movements on the market, we approach the market with long-term thinking using an array of securities to diversify our holdings and spread risk. We like to align our portfolio with a little bit of everything while keeping costs and taxes low. When the market sells off, we are poised to scoop up the good deals and further lower our cost basis.