We understand that all of our clients, whether they are families, individuals, non-profits, or corporations, are creating a legacy for the benefit of others. Our primary goal is to help them with that mission.
Leavell will always act in a fiduciary capacity when providing investment advice and discussing strategies with our clients. We are not a hybrid advisor affiliated with a bank, insurance company, or brokerage firm, so we do not sell products to generate additional revenue. We are not affiliated with a law firm or an accounting firm, so we do not cross-sell services to generate additional revenue. We are a “fee-only” independent investment advisory firm.
Built for Longevity
Not only do we work with many multi-generational clients, we are intentional about investing in our own corporate future. Leavell is 100% employee-owned and our corporate structure provides for a seamless internal ownership transition to the firm’s future leaders. We aim for our longevity because it benefits our clients and the communities in which we live.
We are committed to being a multigenerational firm. Leavell associates have diverse perspectives, skill sets, and backgrounds that strengthen our collective knowledge and investment approach. You can expect personal, proactive attention from your dedicated team. You will also benefit from Leavell’s combined experience and collaborative approach.
We are active in our communities. Like our clients, we contribute time, money, and board service to not-for-profits and charitable organizations.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services outside of the United States and only within the United States in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we and our suppliers believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.