A complete list of active advisors currently associated with Leedom Asset Management, Inc.

Warmer can help you find a great advisor at Leedom Asset Management, Inc. or one who fits your needs even better.

Leedom Asset Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management for separate accounts and supervisory investment services to a private pooled vehicle, LSI Select Fund LP. The firm’s client base includes individual investors as well as a smaller number of charitable organizations and pension or profit-sharing plans, and clients receive custodian statements plus quarterly performance reports. The adviser’s investment process combines fundamental and technical analysis around a model portfolio with a primary emphasis on growth stocks and a proprietary Leedom Strength Indicator (LSI) designed to identify initial institutional buying in small- and mid-cap emerging growth companies. The pooled Fund implements a concentrated, conviction-weighted portfolio based on LSI signals and related fundamental work, while separate accounts are managed by applying the model with client-specific limits and reporting. What distinguishes the firm from many solo independent advisers is its operation of a private fund alongside SMA management, including the use of performance-based compensation for the pooled vehicle and disclosure of predecessor and performance results in its materials. This side-by-side structure, the use of proprietary model-driven strategies, and the firm’s service to pension and charitable clients are noted in the brochure as atypical features that create specific considerations around conflicts, model risk, and reliance on the adviser.

To learn more about the advisors currently working at Leedom Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.