Broadleaf Partners

Founding Date

Broadleaf Partners is a growth-focused investment management firm serving the needs of foundations and endowments, retirement plans and high net worth individuals. Their objective is to outperform the S&P 500 over a full market cycle on a net of fees basis, following their disciplined and dynamic portfolio management process. As a research-driven investment management boutique, they seek a better understanding of the economy, the market and investing in general, and to educate their clients along the way.

  • Broadleaf Partners specializes in managing growth equity portfolios for institutions, foundations, endowments, and high net worth individuals.

  • Their areas of expertise extends to investment management, growth equities, equity investments, domestic equities, and growth investing.

  • While many investment management firms focus on growing their assets under management by expanding their client base, Broadleaf focuses on delivering superior investment results to their current clients.

  • They measure their success by the investment performance of their portfolios, not by the industry standard metric of assets under management.