Discipline – Integrity – Results
At Leppla Capital we’ve spent decades developing our investment philosophy and implementation process – first through academic research, and then through years of providing investment management services. We believe that proper assessment of a client’s risk management profile and cash flow requirements, followed by thoughtful selection of high value-add investments with low fees, leads to successful results. This is what we mean by Discipline – Integrity – Results.
Superior Investments with Low Fees = Improved Opportunities for Consistent Portfolio Growth
Smart investors focus on achieving solid, consistent, risk-adjusted investment returns. They do this through excellent investment selection; the compounding of dividend and interest income over time; and by paying low, fair advisory fees. They choose a service provider committed to serving as a fiduciary, and shy away from high overhead brokerage firms with excessive commissions. Smart investors know that, over a 30 year period, a 1% annual improvement in returns and a 0.5% reduction in fees leads to a 25% larger investment portfolio. Leppla Capital’s investment approach seeks to epitomize this truth.
Board of Advisors
Professional Staff
