Broadleaf Performance

At Broadleaf, our primary investment offering is the Broadleaf Growth Equity Portfolio, whose objective is 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.

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.

Quarterly Commentary & Performance Reviews

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