At Broadleaf Partners, our primary investment offering is the Broadleaf Growth Equity Portfolio (BGEP). The objective of the BGEP is to outperform the S&P 500 index over a three-to-five-year period, or a full market cycle. We publish a performance composite for this portfolio quarterly, which includes all separately managed client accounts using this growth investment strategy.
Our investment process follows three basic steps. We CREATE the initial portfolio, MANAGE it on an ongoing basis and CRITIQUEour results after the fact. We feel strongly that returns are enhanced when a well-defined strategy is followed. About Our Process
Annualized Returns
We are transparent about our large-cap growth performance, so you can always see how the BGEP stacks up.
The growth of hypothetical $100,000 chart reflects a hypothetical $100,000 investment and assumes reinvestment of dividends and capital gains. Performance shown is net of management fees.
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. Performance is representative of BGEP Composite historical returns. See our full performance disclosures.
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.
PSN was paid a fee for use of their name and logo on our website. For more information, click here. About the Award
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.
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