Why Leith Wheeler

We demonstrate our commitment to clients through our actions. You can expect our best investment ideas aimed at delivering long-term results at competitive and transparent fees, without hidden layers of costs. As an independent and employee-owned firm, there are no external influences for corporate decisions, or cross-selling of products to our clients.

We don’t make noise, we make money.

Traders are often enticed to chase the headlines but we believe in ignoring the noise to provide a more thoughtful, quieter path of returns. We have stayed true to our investment philosophy since 1982, so our clients know what to expect. We invest in companies with stable and growing earnings and reasonable valuations, with management teams able to execute on their long-term potential.

From the beginning, we’ve believed that an independent ownership structure and 100% employee ownership helps us attract and retain top investment talent while aligning our interests with yours. As a client, you’ll work directly with Leith Wheeler owners, whose success depends on helping you achieve your investment goals. Since we do not have public shareholders, we can stay true to our values and be asset managers, not gatherers.

By entrusting your investment decisions to a dedicated Portfolio Manager, you can simplify your financial life. Your Portfolio Manager will collaborate closely with you as we recognize every client is unique. We consider your financial goals, risk tolerance, and ongoing needs to create a strategy that guides the day-to-day management of your personalized portfolio.

Our mission is to position you for success in achieving your long-term investment goals. We continually work with you to ensure that your plan remains aligned with changing market conditions and your evolving financial situation.