Leith Wheeler has its own family of no-load Investment Funds that allow clients to share in a portfolio of investments based on the same detailed research and analysis that goes into every portfolio we manage. The minimum initial investment is $ 25,000, which can be invested in one or a combination of our Funds.

Our Investment Fund Service is ideal for clients who want to make their own decisions about their portfolios. Clients are welcome to contact one of our Investment Fund Advisors for advice or questions about their portfolios.

At Leith Wheeler, we offer discretionary investment management services for our private clients. With discretionary management, you assign the handling of your portfolio, including the buying and selling of investments, to a team of two Portfolio Managers. Our Portfolio Managers work closely with you to develop a well-planned Investment Policy Statement that ensures your individual goals are clearly understood and defined.

We offer two basic approaches to discretionary management: A Segregated Portfolio, or a Portfolio of Funds.

This approach involves using individual securities selected by our team members to construct a portfolio that meets the guidelines set out in each client's Investment Policy Statement. The minimum investment for a Segregated Portfolio is $1 million.

This approach achieves a client's desired portfolio structure (i.e.: mixture of stocks and bonds) by investing in Leith Wheeler's own family of no-load Investment Funds. Asset allocation and Fund selection are customized to meet each client's individual needs. The minimum investment required is $500,000.