CLIENT SERVICES

BECOMING A CLIENT

 

Leedom Asset Management offers a high level of client service and communication to meet your investment goals. Based on a clear understanding of your investment objectives and risk tolerances, we tailor individualized investment portfolios to meet your requirements.

 

Account Types

Leedom Asset Management offers investment management services and managed account solutions for a range of clients and account types including:

 

 >  Individual, Joint and Trust Accounts

 >  Retirement Accounts

 >  Charitable Accounts

 >  Pension Plans

 >  Institutional

 

Communication

We communicate with our clients regularly and are available to assist with the personal financial needs of our clients as well as to discuss portfolio strategies through:

 

 >  Open door to our clients

 >  Client visit (if requested)

 >  Quarterly statement and results reporting

 >  Assistance with any account documents

 

Opening An Account

Becoming our client is three-step process that we assist you with each step of the way.

 

Initial Meeting: The first step is to arrange an on-site visit or phone call to discuss your objectives and detail the specialized services that we can offer you. We can then formulate a customized portfolio solution to fit your risk tolerance and investment goals.

 

Paperwork: We then assist you with paperwork to open, transfer or fund a new account through our primary broker, Charles Schwab as discussed below. All client funds and accounts are domiciled at Charles Schwab. We manage your investments at your discretion and all trade and monthly account statements are delivered directly to you from Schwab to ensure complete transparency to our clients.

 

Completion: Once your account is established, we provide our investment management services and are available to discuss your account or other financial needs at anytime.

 

 

To arrange a call to discuss your investment objectives and how we can be of assistance,

please contact us at 858-829-8688.