A complete list of active advisors currently associated with Michael Leslie Investments LLC

Warmer can help you find a great advisor at Michael Leslie Investments LLC or one who fits your needs even better.

Michael Leslie Investments is registered as an investment manager and offers discretionary asset management and ongoing financial planning to individuals and high‑net‑worth clients. Although the firm is structured to manage pooled or institutional mandates, its most recent filing reports no assets under management and no advisory clients. The firm combines fundamental, technical and charting analysis and may employ long‑ and short‑term purchases as well as trading strategies, managing accounts on a discretionary basis with quarterly reviews. It also provides an ongoing financial planning service delivered primarily via virtual meetings and email, and may waive the planning service fee for clients who also place assets under management. Noteworthy operational features include a disclosed outside business activity in which the principal works as a paralegal contractor and may offer related services to clients, a potential conflict the firm says is mitigated through disclosure and fiduciary duties. The firm reports that it does not aggregate trades across accounts, may receive research or other benefits from custodians, and does not vote proxies on client securities, practices that differ from many larger or more established investment managers.

To learn more about the advisors currently working at Michael Leslie Investments LLC, 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.