LeoGroup has extensive experience reviewing, analyzing and locating unique investment opportunities that are tailored to meet specific and expressed client investment objectives. We provide an institutional quality approach to meet individual investment needs and preferences.
The “Endowment Model” is the investment model used by most large university endowments and large foundations. The model employs a disciplined asset allocation approach with a focus on value and risk management. In addition to traditional asset categories (stocks/bonds), the model utilizes alternative investments and non-traditional assets to reduce downside risk. Learn More
Efficient portfolio construction involves creating a diversified portfolio that attempts to maximize return potential for a given level of risk. One way to add value is through a core and satellite approach. Learn More
LeoGroup has a unique approach to Asset Management. We cast a wide net to uncover investment solutions by utilizing a Channel Partner approach. Learn More
