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About Broadleaf Partners

About Broadleaf Partners

Broadleaf Partners has worked to build wealth and prosperity for clients for nearly 20 years, using a proven investment management process that drives results. As a growth-focused Registered Investment Advisor (RIA) located in Hudson, Ohio, we offer personalized service tailored to your unique goals and objectives — with nationally recognized performance that ensures your path to financial well-being is built on a strong foundation. 

 Meet Our Team

See Our Story

We are a trusted wealth management, institutional investment management and financial planning company. With nationally recognized investment results and a boutique approach, we go beyond managing your wealth. We provide peace of mind and comfort during uncertain times to help instill confidence in your financial position. 

Core Values

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. As a business, there are a few things we value most.  

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An Enduring Investment Philosophy

There are three basic steps in our investment process: create, manage and critique. 
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Demonstrated Performance Results

To us, “results” means achieving your goals, wherever you are in your financial journey. 
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Independently Owned and Operated

As a boutique, independent firm, our approach is high touch and high conviction.
  
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Excellent & Clear Communication

We maintain transparent communication with each of our clients and with each other. 
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Current Clients Come First

Instead of chasing new clients, we focus on taking great care of the ones we’ve got.  
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Investment in Our Community

Based in the heart of Hudson, we proudly support our Northeast Ohio community.  
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Who we Serve

Broadleaf Partners has a long history serving the needs of foundations and endowments, families, young professionals and high net worth individuals. See how we tailor our solutions to meet the needs of our clients.   About Our Clients
What

What We Do   

As a wealth management company, we have three simple objectives: 
  1. To outperform the S&P 500 over a full market cycle on a net of fees basis.
  2. To seek a better understanding of the economy, the market and investing in general.
  3. To help clients meet and exceed their goals with high-touch, high-conviction support. 
 See Our Solutions
How

How We Work  

We measure success by the 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 “groupthink” that pervade large investment management firms.  Our Process & Performance
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PSN Top Guns Manager of the Decade  

Broadleaf Partners has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list identifies best-in-class accounts, managed accounts and managed ETF strategies.   About the Award
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Insights

Review industry news and insights from the knowledgeable team at Broadleaf Partners, including our founder and CIO, Doug MacKay.  See Our Insights
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Events

See the recent and upcoming events on our calendar or request a guest speaking engagement with a member of our team. View Event Calendar
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Disclosures

Personalized investment advice is always dependent on individual factors and involves risks. Favorable results are not guaranteed.  Read Our Disclosures
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Contact Broadleaf Partners

Contact Broadleaf Partners

As an independently owned and operated Hudson business, we’re accountable to our clients and to each other. By providing high-quality service that caters to the needs of clients across the continuum of wealth, we can empower individuals and institutions to build and protect their wealth effectively.   

 Talk to an Advisor