Home | Leppla Capital Management LLC

Excellent returns, low fees

A low all-in fee, among the lowest in the industry.

And no hidden fees.

A boutique's hands-on, client-centric focus

We keep our firm small — so that we can focus on you.

We give your portfolio individualized attention so that it meets your investing goals.

A fiduciary that acts in your interest

As a fiduciary, not a brokerage, we make decisions based on what maximizes your returns, not what increases our commission.

Main Street Prices, Wall Street Strategies

A Professional Affiliate of Morgan Stanley and a Direct Indexing Partnership with Goldman Sachs, giving you access to investment strategies and technology ordinarily exclusive to the biggest firms on Wall Street

Exceptional 401(k) Plan Services

Custom designed for you.

How We Work

Leppla Capital delivers Outsourced Chief Investment Officer (OCIO) solutions to government funds, endowments, and non-profits, forging lasting partnerships to drive superior investment performance and operational excellence. Together with our clients, we aim to redefine success through strategic collaboration and visionary leadership.

Discipline – Integrity – Results

At Leppla Capital, we’ve honed our investment approach over decades, blending cutting-edge academic research with real-world experience. We believe that understanding each client's risk profile and cash flow needs, combined with choosing top-tier investments and keeping fees low, drives success. This is what we stand for: Discipline – Integrity – Results.

Superior Investments and Low Fees for Steady Portfolio Growth

Savvy investors seek steady, risk-adjusted returns through smart investment choices, compounding interest, and low advisory fees. They choose fiduciaries over high-cost brokers, knowing that a 1% return boost and a 0.5% fee reduction can grow their portfolio by 25% over 30 years. At Leppla Capital, we strive to embody this philosophy in every aspect of our investment strategy.