Leppla Capital provides the analytical tools, market research, simulation models and industry expertise that foundations, endowments, union DB and DC plans, health and welfare funds and similarly situated organizations need to meet their investment goals and manage risk.
Our dedicated team of financial professionals helps fund managers maximize returns while simultaneously understanding how their portfolios will perform in an increasingly volatile world where geopolitical developments, government policy changes and a myriad of exogenous variables can result in sudden Value at Risk (“VAR”) shocks. We are the watchdogs that provide a level of analysis and monitoring that heretofore has only been available to the very large pension funds.
Leppla Capital in a fi360 Accredited Investment Fiduciary. We are scrupulous in seeking satisfactory investment outcomes for our clients. We never disclaim responsibility for our advice in fine print. We provide our services on a low cost, high value-add, tax efficient basis.
At Leppla Capital, we listen to our Clients as to what they can afford for professional investment consulting advice. We refuse to charge clients for unnecessary Tables, Graphs and information not directly relevant to their unique circumstances. Our mantra is Diligence, Integrity and Results. Leppla Capital is Fully Invested in Your Success.
Investment Consulting Services
At Leppla Capital, experience has taught us that the following core services are the most helpful in obtaining satisfactory financial results: