Square Deal Investment Management
Leppla Capital is Your Trusted Fiduciary – Your Best Interests Always Come First
Results-Oriented Investment Consulting Services
We Provide the Advice and Solutions -Your Organization Needs to Succeed
Best-in-Class ESG And Impact Investments
We Believe in Socially Responsible Investing -So Do You
Exceptional 401(k) Plans
Exceptional Investment Funds -With High Sharpe Ratios and Low Expenses
Leppla Capital Investor Subscription Service
Best-in-Class Equity, Income and Alternative Investment Solutions for Your Portfolio
Leppla Capital Supports Secondary School Financial Education
America’s Students Need to be Smart About Their Money -We Help
High Value-Add, Low Cost and Tax-Efficient Products and Services
Leppla Capital provides the analytical tools, market research, simulation models and industry expertise you need to meet your investment goals and manage risk.
Portfolio construction and investment recommendations designed to meet your financial objectives.
Sophisticated, Cost-effective Defined Contribution Plans designed to meet the needs of both employer and employee.
We fund socially responsible enterprises. So Do You.
Knowledge is power. Discover our proprietary long/short investment strategies.
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.
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
Head of Data Analytics
Chief Investment Officer
CFO & CO-Chief Investment Officer
Chief Strategy & Marketing Officer
Chief Revenue Officer