We’re invested in your tomorrow.
We take the long view and turn it into a solid future for our clients.
Learn More About Our Approach
We’re invested in your tomorrow.
We take the long view and turn it into a solid future for our clients.
Learn More About Our ApproachHow we can help
Whether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
For Individuals
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
For Institutions
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
For Advisors
Leith Wheeler offers F-Series Funds through investment advisors on a fee-for-service or discretionary basis. Our fees are among the lowest in the industry.
Our Ideas
Learn more about the Leith Wheeler way of thinking beyond the trends.
December 03, 2019
The Benefits of Gifting Shares
When it comes to efficient and effective giving, all donations are not created equal. At Leith Wheeler, we’ve been helping clients manage their giving campaigns since 1982 and we see several reasons why...
November 12, 2019
Leith Wheeler U.S. SMID Fund Top Decile Performer Over Inaugural 3 Years
When the calendar flipped over September 30 of this year, one of our newer funds attained an important milestone: the three-year track record. We knew that performance has been “good” in the fund...
October 16, 2019
Do’s and Don’ts When Selling Your Business
Consider this scenario: You’re an entrepreneur. You’ve spent the better part of your adult life building this “thing” that feels bigger to you than the product or service advertised on the box or...