Skip to content
CONTACT
330-650-0921
Contact
Insights-1 M_Insights-1

Financial Insights

Financial Insights

Stay informed with the latest economic news and industry commentary from Broadleaf Partners. Our founder and CIO, Doug MacKay, is featured regularly on media programs including CNBC’s Power Lunch and Squawk on the Street. Subscribe now so you never miss an update. 
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2026 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates
 /  Broadleaf Partners

A Thoughtful Approach to Investing in Volatile Markets - April 2025

Market volatility can be unsettling, causing investors undue stress in turbulent times. Instead of panicking, we encourage you to take a step back and ask: Does your current risk exposure align with your comfort le... Read More
News Wealth
Management
 /  Broadleaf Partners

Broadleaf Partners Receives Morningstar 5-Star & Gold Medalist Ratings

Broadleaf Partners has received a Morningstar 5-Star Rating and a Gold Medalist Rating. Out of over 11,000 separate account portfolios, our Broadleaf Growth Equity Portfolio (BGEP) was among the 1% received both ra... Read More
Balancing Short-Term and Long-Term Goals in Financial Planning
Economic Updates Wealth
Management Financial
Planning
 /  Broadleaf Partners

Optimizing Your Portfolio with the STRIPs and BGEP

Each investor has unique financial goals, risk tolerance levels, and investment objectives. For some, managing risk through portfolio diversification is a top priority. Others may prefer to invest in a way that pri... Read More
Economic Updates
 /  Broadleaf Partners

One of Those Times - March 2025

As we mark the five-year anniversary of the COVID-19 pandemic, we're reminded of the market's remarkable resilience. Despite a strong rebound since the 2020 lows, recent market action has been volatile, with concer... Read More
Economic Updates
 /  Broadleaf Partners

What We're Thinking - January 2025

Artificial Intelligence has been the center of the downward trend in the markets lately. Although there is no ultimate outcome yet, we've provided our analysis of the situation at hand to best assist our clients in... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2025 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Broadleaf Partners, LLC old logo and new logo
News
 /  Broadleaf Partners

With Growth Comes Change: Our New Wealth Management Website

"After nearly twenty years of growth that we’re extremely proud of, we wanted to do a better job of telling our story,” says Bill Hoover, President. “What better way to do that than with a refreshed and current web... Read More
Economic Updates
 /  Admin

What We're Thinking - August 2024

The market has experienced a sudden shift in recent weeks, with stocks experiencing a downturn. Despite strong earnings reports, other economic factors have lead investors to become more cautious. Let's take a clos... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

Doug MacKay on CNBC's Power Lunch - Market Focus During an Earnings Lull and The Trillion Dollar Club

Earlier this afternoon, Broadleaf's Doug MacKay joined CNBC's Power Lunch to share his insights on what the market looks for during an earnings lull, as well as the influence of the "Trillion Dollar Club", and how ... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

Doug MacKay on CNBC's Power Lunch - Look to Earnings Growth for Long-Term Gains

Earlier this afternoon, Broadleaf's Doug MacKay joined CNBC's Power Lunch to share his thoughts on the current state of the market. Despite the spotlight on interest rates and the Fed, earnings growth remains the p... Read More
News Wealth
Management
 /  Broadleaf Partners

Broadleaf Partners Named Manager of the Decade by PSN

Broadleaf Partners of Hudson, Ohio has been named Large-Cap Growth Manager of the Decade on the prestigious and highly anticipated PSN Top Guns list. The list, published by Zephyr, identifies best-in-class accounts... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2024 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates
 /  Broadleaf Partners

The Last Mile

On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate stil... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2023 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Video Institutional
Investment
Management
 /  Admin

Doug MacKay on CNBC Asia | Upgrades & Downgrades 10.12.22

Last night, while many of us were winding down from our busy days, Doug MacKay was sharing his thoughts on the market with the CNBC Asia audience. Read More
Economic Updates Wealth
Management
 /  Broadleaf Partners

Recession Looming?

Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. Read More
News Financial
Planning
 /  Broadleaf Partners

Doug MacKay Recognized by Crain's Cleveland Business

Discipline, hard work and lots of experience have served Doug and our Broadleaf Partners clients well. While some market environments are friendlier than others, this one not so much, they all require a high level ... Read More
Economic Updates Wealth
Management
 /  Broadleaf Partners

Bad Weather or Bad Clothing?

We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century. These risks and uncertainties are almost of biblical or medieval proportion... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2022 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2021 Investment Playbook

Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... Read More
News Institutional
Investment
Management
 /  Broadleaf Partners

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 Decem... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Broadleaf Partners 2020 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come, h... Read More
Video Institutional
Investment
Management
 /  Broadleaf Partners

CNBC Power Lunch - Invest In These Sectors Which Can Grow In Spite Of It All 1.7.20

While the market has pushed to all-time highs, there's no euphoria surrounding it. That may be a good thing. Broadleaf's Doug MacKay shared his thoughts on the direction of the market and why the stocks of innovati... Read More
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Fourth Quarter 2019 Performance Commentary and Review

The Broadleaf Growth Equity Portfolio (BGEP) posted a full year return of 40.4%, well ahead of strong gains posted by the S&P 500. (This comes after last year's strong results, in which the BGEP was also up in a do... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2019 Performance Commentary and Review

The third quarter proved to be another volatile one, but managed to finish slightly higher than where we were when the quarter began. Despite the endless noise of a 24/7 media cycle deeply engaged in the business o... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2019 Performance Commentary & Review

While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent. Our results continue to outpace tho... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2019 Performance Commentary and Review

After a difficult fourth quarter for the stock market last year, the first quarter of 2019 proved to be a kind one for the Broadleaf Growth Equity Portfolio, which posted a gain of 18.7% net versus 13.7% for the S&... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners 2019 Investment Playbook

At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come, h... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2018 Performance and Commentary

It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion. Weakness was generally broad based across almost all sectors of the economy... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed absolute gains in the third quarter, rising 7.2% and bringing year to date results to 23%, net of fees. Performance gains continued to come from the technology and cons... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized 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 twelve months ended June 30, ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2018 Performance Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed another strong quarter, gaining 8.5% net of fees, compared to 3.4% for the S&P 500. Performance has continued to be dominated by results from the technology sector as w... Read More
Video Financial
Planning
 /  Admin

CNBC Power Lunch - Stocks Slide On Renewed Tariff & Trade Troubles 6.18.18

Tariff headwind or tax relief tailwind? Which side are you on? Broadleaf's Doug MacKay shared his thoughts on the direction of the market and technology stocks in particular on CNBC today. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio continued a recent run of strong relative results, even in the down and volatile market experienced during the first quarter. Short, intermediate and long term, our results are... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2017 Commentary and Review

Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last... Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Still Room to Run 11.14.17

While it may feel like the market is extended, Doug made his case on CNBC today for why there's still room for stock's to run. We expect a short-term pullback: Biltmore Capital CIO from CNBC. Read More
Economic Updates Wealth
Management
 /  Admin

Third Quarter 2017 Commentary and Review

Growth stocks enjoyed strong third quarter results, bringing our year to date return on a net of fees basis to 24.2% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last year... Read More
News Institutional
Investment
Management
 /  Admin

Doug MacKay to present at University of Akron's 2017 Economic Summit

For further information, or to register for the event, please click on the following link: https://www.eventbrite.com/e/the-2017-economic-summit-tickets-35519602086# Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Kayaking with the Current 8.14.17

In spite of the market jitters that showed up last week, the growth trend appears to be intact. Drawing parallels to his newfound interest in kayaking, Doug explains why sometimes it's best to let the current do it... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2017 Performance Commentary

Growth stocks continued their strong first quarter run during the second quarter, bringing the year to date net of fees results to 16.6% for the Broadleaf Growth Equity Portfolio. This year is a perfect example of ... Read More
Video Institutional
Investment
Management
 /  Admin

Video Walk Through of the Broadleaf Growth Equity Portfolio Investment Process

Broadleaf Partners is a growth focused investment management firm based in Hudson, Ohio specializing in large cap, concentrated growth stock portfolios whose objective is to outperform the S&P 500 over a full marke... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2017 Commentary and Review

Unlike last year which was one of the worst starts for the market in recent memory, 2017 has started out on a strong note. The Broadleaf Growth Equity portfolio gained nice ground on the indices during the first qu... Read More
Video Wealth
Management
 /  Admin

CNBC Power Lunch - Tech on a Tear 2.8.17

The Nasdaq market continues to post new highs, but what types of technology companies are poised to push it higher? Will it be value-tech of growth-tech? Are you wondering what the difference is? Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2016 Commentary and Performance

There is no sugar coating the obvious. In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2016 Commentary and Performance

We enjoyed a nice third quarter rebound following the second quarter, Brexit-induced swoon. The market’s returns were relatively narrow; technology as a whole did very well and select positions within the health ca... Read More
Video Institutional
Investment
Management
 /  Admin

CNBC Power Lunch - Can the Tech Rally Continue? 8.8.16

Tech stocks continue to gain strength. Will the rally go on? Read More
Video Institutional
Investment
Management
 /  Admin

CNBC Power Lunch - Buy the Tech Rally? 7.11.16

In a market starved for growth, which types of companies within the tech sector represent the best long-term investments? CNBC reached out to Broadleaf Partners CIO, Doug MacKay, to find out. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2016 Commentary and Performance

The markets continued to recover from their first quarter lows, but there is no doubt that it has not been easy going with last week’s Brexit decision the most recent speedbump in a sideways market now over eightee... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2016 Performance and Commentary Review

The first quarter was a tale of two halves. During the first half, the stock market came under significant pressure as oil prices fell to new lows, broader credit concerns became elevated, and recessionary risks ro... Read More
Economic Updates Wealth
Management
 /  Admin

Fourth Quarter 2015 Commentary and Performance Review

Our portfolio and the stock market bounced back aggressively in the fourth quarter following the Chinese Yuan induced swoon during the third. We finished the full year in positive territory, substantially ahead of ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners 2016 Investment Playbook

It’s that time of year again. Time to take stock of the year that was and time to try pondering what 2016 could look like. Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized in Hudson Hub-Times

Hudson Ohio's local newspaper, the Hudson Hub-Times, recently published an article celebrating Broadleaf Partners' 10th anniversary. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2015 Commentary and Performance Review

Happy Ten Year Birthday, Broadleaf! As most people know, this was a difficult quarter for the stock market and our portfolio was not immune. Weakness was broad based across all sectors, with only utilities and sele... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed another nice gain in the second quarter, both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector... Read More
News Wealth
Management
 /  Admin

Barron's Big Money Poll

Doug MacKay, Broadleaf CEO and CIO, was quoted in Barron's Big Money Poll, Spring 2015, commenting on the cautious attitudes of investors. For those of you who are subscribers, please click the following link: http... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2015 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a nice gain in the first quarter both on an absolute basis and relative to the S&P 500. Performance gains were relatively broad based, both at the sector and ind... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2014 Commentary and Performance Review

The Broadleaf Growth Equity Portfolio gained a solid 2.6% during the fourth quarter, bringing its full year return to 11.8%. While lagging the overall market’s return for the year, our results on a one, three and f... Read More
Economic Updates Financial
Planning
 /  Admin

Broadleaf's 2015 Investment Playbook

It’s been a good year. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2014 Commentary & Performance

Our portfolio enjoyed very strong third quarter results in both absolute and relative terms, bringing year to date returns slightly ahead of the S&P 500. While no one should focus on short term investment results, ... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf’s Mike Czekaj Recently Recognized As Top Analyst

Broadleaf’s very own Mike Czekaj was recently recognized as a top contributing analyst to the Estimize platform. Estimize is a place where over 30,000 buy-side, sell-side, and independent analysts can post earnings... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2014 Commentary & Performance

In absolute terms, our portfolio enjoyed a solid second quarter and while we recaptured some of the lost ground inflicted on high growth stocks towards the end of the first quarter, we continue to have work to do i... Read More
Video Financial
Planning
 /  Admin

Squawk On The Street – Are Tech Stocks in a Bubble?

Doug MacKay was on CNBC this morning to address concerns that tech stocks may again be trading in bubble territory. If the video above doesn't work, click here. Read More
Economic Updates Financial
Planning
 /  Admin

First Quarter 2014 Commentary & Performance

Our portfolio had a tough first quarter, declining nearly 2% in an otherwise positive market environment. The last ten or so trading days were particularly difficult for fundamentally strong, high growth companies,... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf’s 2014 Investment Playbook

Most sell side firms publish their outlook for the economy and stock market at the end of December and in early January. As a buy side firm, we really aren’t under any expectation to share our outlook for the comin... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2013 Commentary & Performance

The year finished on a strong note with the stock market gaining more than 10% during the fourth quarter and bringing full year results to a 32.4% gain, including dividends. While it was tough sledding for the BGEP... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street – December 23, 2013

Doug MacKay was on CNBC this morning to talk about the market's current level and whether or not we can expect its upward trajectory to continue. If the video above doesn't work, click here! Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2013 Commentary & Performance

The Broadleaf Growth Equity Portfolio (BGEP) enjoyed a very strong third quarter in absolute and relative terms, enabling it to catch up and surpass the S&P 500’s returns on a year to date basis after lagging for t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2013 Performance Review

The Broadleaf Growth Equity Portfolio (BGEP) generated a slight gain during the quarter but lagged the indices’ more impressive results for the second quarter in a row. In general, our portfolio is geared to outper... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street – Fed Played Catcher 6.20.13

Doug MacKay featured on CNBC this morning to discuss effect of Fed policy. If the video above doesn't work, click here. Read More
News Wealth
Management
 /  Admin

Bob Feller Act of Valor Award

In the spirit of Memorial Day, Broadleaf Partners would like to spread the news about the inaugural Bob Feller Act of Valor Award, which is being launched from the Cleveland, Ohio area this summer. The following ex... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized in Crain's Cleveland Business

Crain's Cleveland Business recently published a list of the largest local money managers. Broadleaf Partners was the fastest growing manager in 2012 and also ranked as one of the 20 largest firms in the Cleveland/A... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2013 Performance Review

The stock market and the Broadleaf Growth Equity Portfolio (BGEP) enjoyed strong first quarter gains even if our relative results were a tad underwhelming. The BGEP was very strong in January, but our results flatt... Read More
Video Financial
Planning
 /  Admin

Squawk On The Street – Will the Market Sell-off Continue? 2.22.13

We were recently on CNBC to discuss the market and some popular tech stocks. If the video above doesn't work, click here. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2012 Performance Review

The stock market treaded water during the fourth quarter, awaiting final resolution of the Fiscal Cliff. On that front, there was some positive midnight news on the final day of the year as Congress struck a deal o... Read More
News Institutional
Investment
Management
 /  Admin

MacKay Presents at Vegas Convention

On November 8, 2012 Broadleaf Partners' Chief Investment Officer, Doug MacKay, spoke at the First American Homebuilder Services Roundtable VII at the Mandalay Bay Hotel & Casino in Las Vegas. Doug was invited to sh... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2012 Performance Commentary

In spite of well publicized worries over a dysfunctional government, the impending fiscal cliff, and slower earnings growth, the markets did what they usually do during such periods by confounding the experts. Duri... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2012 Performance Commentary

The stock market took a breather in the second quarter, falling 2.8%. If it hadn’t been for a stronger June, the results could have been worse. The Broadleaf Growth Equity Portfolio (BGEP) declined more than the S&... Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized As Top Money Manager

Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S. Large-cap Growth Equity category for the three years ending 3/30/2012. To view the top 40 rankings, please click t... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2012 Performance Commentary

The stock market surged once again in the first quarter, gaining nearly 13%. Including the fourth quarter’s 12% gain, the S&P 500 has now increased 26% in the last six months, a blistering pace which has many wonde... Read More
Video Wealth
Management
 /  Admin

Squawk On The Street - Investing in Dividend Stocks 3.29.12

We were on CNBC this morning to discuss investing in dividend stocks. Read More
News Institutional
Investment
Management
 /  Admin

Broadleaf Partners Recognized For Outstanding Performance

Broadleaf Partners was recently recognized by Lipper Marketplace as a Top Money Manager in the U.S. Large-cap Growth Equity category for the three years ending 12/31/2011. We believe this is a testament to the stre... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2011 Performance Commentary

The stock market enjoyed a nice fourth quarter rebound as the domestic political and double dip recession concerns that plagued the markets in the third quarter faded from memory. In spite of significant headwinds ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2011 Performance Commentary

The stock market took a severe beating in the third quarter, declining by nearly 14%. Continued concerns about Europe and political and economic uncertainties in the United States made the stock market's third quar... Read More
News Financial
Planning
 /  Admin

Jittery Market is a Buying Opportunity

8/10/11: “ Jittery Market is a Buying Opportunity for Some” - Akron Beacon Journal Article Read More
Economic Updates Wealth
Management
 /  Admin

Second Quarter 2011 Performance Commentary

The second quarter, unlike the first, was a rocky one for the stock market. While earnings season remained strong, a number of event driven factors including Japan, Greece, excessive rain in the U.S., and rising fo... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter 2011 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the first quarter (+5.1%) and compared to the S&P 500 for the one, three, and five year periods ending March 31, 2011. For addition... Read More
News Wealth
Management
 /  Admin

Past News Articles

Below is a list (and some links) to several past articles and news releases with which Broadleaf Partners has been involved: 7/19/10: Bill Hoover Recognized By Greater Akron Chamber - Press Release 5/11/10: "The Eu... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter 2010 Performance Commentary

The Broadleaf Growth Equity Portfolio continued to post strong absolute returns in the fourth quarter (+9.1%) and compared to the S&P 500 for the one, three, and five year periods ending December 31, 2010. Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2010 Performance Review

The Broadleaf Growth Equity Portfolio turned five years old at the end of the third quarter, marking a key milestone for our firm. In addition to having strong relative returns for the year to date and three year p... Read More
Video Institutional
Investment
Management
 /  Admin

Past Television Appearances

4/28/10: "Discussing Goldman Sachs with Squawk on the Street" - CNBC Television Appearance 12/28/09: "Squawk on the Street: CNBC Market Edge" - CNBC Television Appearance 7/6/09: "Squawk on the Street: Keeping Your... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partner's Second Quarter Performance Review

The stock market declined by just over 11% during the second quarter as European budget issues, the flash crash, the oil spill and continued sluggishness in the U.S. job market heightened concerns over the durabili... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

First Quarter Performance Review

Our first quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to the quarter's strong absolute and relative results as well as our outlook on the year ... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Fourth Quarter Performance Review

Our fourth quarter performance and market commentary is now available. Please click here for our thoughts on what contributed to this year's 44% gain for the portfolio, lessons learned from 2009, and what may lie a... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Broadleaf Partners' Third Quarter Performance Review and Quick Thoughts on the Dollar

This year has continued to be a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio, which is up 35% on a year to date basis. For details on our performance, related disclosures, and... Read More
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter Performance Commentary and CNBC Appearance

This year has been a strong one for the stock market and for Broadleaf Partner's Growth Equity Portfolio. For details on our performance and insights on our current market outlook and strategy, please read the atta... Read More
News Institutional
Investment
Management
 /  Admin

Bill Hoover Joins Broadleaf Partners as President and Chief Operating Officer

Bill Hoover Joins Broadleaf Partners It is with great pleasure that Jeff and I announce the arrival of William Hoover as President and Chief Operating Officer of Broadleaf Partners, LLC. Bill joins our firm as an e... Read More
Economic Updates Wealth
Management
 /  Admin

Fourth Quarter Portfolio Review and Commentary

The financial markets finished 2008 on a tough note. In fact, it was the third worst year in the last century for investors. Fortunately, it won't take much to make 2009 better. For details on our portfolio's fourt... Read More
Load More
CTA-1 M_CTA-1

Contact Broadleaf Partners

Contact Broadleaf Partners

As an independently owned and operated business in Hudson, Ohio, 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