We own what you own. If it’s the right investment for you, it’s the right investment for us.
Our Founder and CIO is a former Regional Bank and Trust Company CEO. He sold his bank to a national bank for 3.5X book.
Our CFO is a CPA and valuation expert.
Collectively Leppla Capital professionals bring clients over 70 years of Wall Street expertise on a highly personal basis.
We customize asset allocation and investment selections for each client's unique financial situation.
All securities asset classes, including traditional, sector, direct equity, fixed income, alternative, early stage and private investments are available for use in client portfolios.
We draw on research from Goldman Sachs, Morgan Stanley, Morningstar, Schwab, TD Ameritrade, Standard & Poor’s and our advisor network to find the best investments available.
When possible, we purchase institutional grade, no load investment products, not available to the public.
We work directly with your organization using sophisticated financial planning tools to develop investment strategies responsive to your cash flow requirements.
We provide active management of your accounts – ensuring "real-time" investment evaluation and modification if needed as well as no significant overlap in the investments you own.
We conduct quarterly reviews of your accounts to see where investment rebalancing is required, and modify your investments in light of changing macroeconomic or other circumstances.