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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.
About Morningstar Medalist Ratings™
The Morningstar Medalist Rating™ simplifies strategy selection across a broad universe of investments. It aims to identify active strategies that Morningstar believes should be able to outperform their Morningstar Category Indexes on a risk-adjusted basis over time.
More information on the Medalist Rating methodology can be found here: Morningstar Medalist Ratings Disclosure (PDF)
About Morningstar Star Ratings™
The Morningstar Rating™ is a look at the risk-adjusted historical performance of a strategy. It is based on the gross returns of the Broadleaf Growth Equity Portfolio composite for the most recent three-, five-, and ten-year periods.
Broadleaf Partners did not compensate Morningstar to achieve its rating but did pay Morningstar a licensing fee to use its logo. Only firms that submitted performance data to Morningstar were eligible to receive ratings.
More information on the Morningstar Rating™ methodology can be found here: Morningstar Fund Ratings Disclosure (PDF)
About PSN Awards:
The complete list of PSN Top Guns and an overview of the methodology for both Manager of the Decade and Top Guns can be located at: https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp
The Manager of the Decade rating is based on the gross returns of the Broadleaf Growth Equity Portfolio composite for the ten-year period ending as of the date of the award. The Top Guns Ratings are based on five-year gross returns.
Broadleaf Partners did not compensate Zephyr to achieve its ranking but did pay Zephyr a licensing fee to use its logo. Only firms that submitted PSN investment manager questionnaires were eligible for the awards.
PSN was paid a fee for use of their name and logo on our website. For more information, click here.
General Disclosures:
Due to market risks and uncertainties, actual events, results, or performance may differ materially from those reflected or contemplated in forward-looking statements. The information provided is not intended to be, and should not be construed as, investment, legal, or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment, or portfolio allocation.
Any characteristics included are for illustrative purposes only and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics, charts, and other information presented may be based upon third-party sources deemed reliable; however, Broadleaf Partners does not guarantee their accuracy or completeness.
As with any investments, there are risks to be considered. Past performance is no guarantee of future results. All material is provided for informational purposes only and there is no guarantee that any ratings or opinions expressed herein will remain valid beyond the date of this communication.
