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.
We disagree!
Our Investment Process
Our Performance
Our primary investment offering is the Broadleaf Growth Equity Portfolio (BGEP), which strives to outperform the S&P 500 index over a three to five year time horizon or full market cycle. We maintain and publish a performance composite for this portfolio on a quarterly basis, which includes all separately managed client accounts using this growth investment strategy.
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Annualized Returns as of 9/30/2023
| 1 Year | 3 Years | 5 Years | 10 Years | 15 Years |
|---|---|---|---|---|
| 17.2% BGEP |
5.7% BGEP |
12.7% BGEP |
14.8% BGEP |
13.9% BGEP |
| 21.6% S&P 500 |
10.2% S&P 500 |
9.9% S&P 500 |
11.9% S&P 500 |
11.3% S&P 500 |
Past performance is no guarantee of future results. The information provided here should not be considered an individualized recommendation or personalized investment advice, as the BGEP is not a suitable investment for everyone. For our full Performance Disclosures, please click here.
We Can Also Help With Your Overall Investment Objectives
While best known for the BGEP, with its impressive long-term track record, we also offer additional comprehensive investment strategies. Our Strategic Investment Portfolios (STRIPs) are actively managed investment portfolios created for investors of varying risk tolerances and investment objectives. Many of our clients incorporate both the BGEP and STRIPs to achieve their overall investment objectives. We can help guide you to an asset allocation with which you are comfortable.