Fiduciary Responsibility

Leavell Investment Management™ maintains fiduciary responsibility and independence. As a Registered Investment Adviser (RIA) with the Securities and Exchange Commission, Leavell Investment Management provides the highest level of fiduciary responsibility to you, our client.

Team Approach

Leavell Investment Management™ uses a team approach consisting of a lead Investment Counselor and Portfolio Manager. Your Investment Counselor will be your key contact, advocate and facilitator of all aspects of your relationship with Leavell. Your Portfolio Manager will develop and implement the strategies established for your account, while managing the securities within your portfolio on an on-going basis.

Clients

Leavell Investment Management™ clients include:

  • Individuals
  • Businesses
  • Personal Trusts
  • Endowments
  • Foundations
  • 401(k) Plans
  • Pension and Profit Sharing Plans