We offer discretionary management services for private clients—
individuals or families with a minimum investment of $500,000.
You’ll work with a team of two Portfolio Managers who will
manage your portfolio. We’ll work in close partnership with you
to develop an Investment Policy Statement that ensures your
individual goals are clearly articulated and understood.
We’ll then structure your portfolio by investing in Leith Wheeler’s
own suite of Investment Funds. Asset allocation (stocks, bonds,
and other vehicles) will be customized to meet your individual
Private clients with $1 million or more to invest typically work
with us to design and build a unique portfolio of individual
securities. Your Portfolio Management Team will manage your
portfolio separately, tailoring our approach to achieve the
guidelines defined in your Investment Policy Statement.
Leith Wheeler has created a suite of Investment Funds that
allows clients to share in a portfolio of investments based on
the same detailed research and analysis that goes into every
portfolio we manage. Our Funds offer a record of solid performance
and our fees are among the lowest in the industry. The
minimum initial investment for accounts held directly with Leith
Wheeler is $25,000 which can be invested in one or a combination
of our funds. If purchasing funds through a third party such
as a discount broker, the minimum initial investment is $5,000.
Our long-term relationships with our clients, many of which
have endured through multiple generations, are essential to our
successful stewardship of our clients’ wealth. The closer we are,
the more we’re able to manage your portfolio to your needs and
We encourage regular, personal reviews with each and every
private client, to ensure we take the mystery out of investing,
and to make periodic adjustments to our approach, based on
your evolving priorities.
regular, personal reviews
with every private client,
to ensure we take the
mystery out of investing.
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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