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 ApproachWe take the long view and turn it into a solid future for our clients.
Learn More About Our ApproachWe take the long view and turn it into a solid future for our clients.
Learn More About Our ApproachWhether you’re an individual, institution or advisor, we offer a customized portfolio and a long-term plan for your success.
From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.
Our experienced team of portfolio managers helps pensions, endowments, foundations, and Indigenous Communities achieve their goals.
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.
Learn more about the Leith Wheeler way of thinking beyond the trends.
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...
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...
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...