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Investment Management

Investment Management

Broadleaf Partners supports businesses and nonprofits with institutional investment management services to grow your long-term capital assets, allowing you to focus on your core mission. We work best as part of your overall investment strategy, taking on a portion of your institution’s managed funds. As a locally owned and operated company, our ties to Northeast Ohio allow us to combine national and international market knowledge with the high-touch approach of a local business.  
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Growth Focused

Our investment management solutions are designed to outperform industry benchmarks, with disciplined research and nimble adjustments.
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Policy Minded

Your investments are aligned with your organization’s values and objectives, balancing your fiduciary obligations with stakeholder interests.
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Process Oriented

We provide disciplined, strategic portfolio adjustments with your organization’s long-term success in mind.

 

Our team of financial advisors are dedicated to finding the best investments for your institution. For assistance with investment management near Stark or Summit County, contact Broadleaf Partners.

Actively Managed Portfolio Options

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Broadleaf Growth Equity Portfolio (BGEP)

The Broadleaf Growth Equity Portfolio (BGEP) is a concentrated portfolio containing 25 to 35 vetted, growth-focused investments. Our active management strategy and sell discipline continually evaluate these investments for the greatest impact and growth potential. 
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Broadleaf Strategic Investment Portfolios (STRIPS)

The Broadleaf Strategic Investment Portfolios offer separately managed, risk-adjusted portfolio options, depending on your risk tolerance and financial objectives. STRIPS follow one of the three actively managed investment models. 

Our Portfolio Management Team

 

Douglas S. MacKay
CFA

Founder, Chief Executive Officer, and Chief Investment Officer

 Contact Doug
 

Pete MacKay
CFA, CPA

Associate Portfolio Manager

 Contact Pete
Meet Our Team

Industry Insights

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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
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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
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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
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Contact Broadleaf Partners

Contact Broadleaf Partners

At Broadleaf Partners, we provide solutions that help you and your organization achieve long-term success. Talk to an advisor to explore your institutional investment management options. 

 Talk to an Advisor