LEAFVEST MODELS TO MATCH YOUR
Leafvest investment portfolio models are invested in LOW FEE ETFs & Mutual Funds.
Based on your risk tolerance your funds will be invested in diversified low cost investments.
Financial consulting through
FREE PORTFOLIO TRACKER
NOT SURE HOW YOUR INVESTMENTS ARE DOING?
Analyze ALL your current investments with our free online analysis tool. Within minutes you can check to see your performance, fees, and allocation of your 401k and/or investments held in different institutions.
Compare your current portfolio with one of Leafvest's recommended portfolios. Immediately see ways to enhance returns while reducing risk, or how much money you could be saving on fees.
THE LEAFVEST EXPERIENCE
SIMPLE ONLINE EXPERIENCE
A friendly automated investment
platform that continually updates,
giving you investment tools that
help achieve your financial goals.
Your investment portfolio is one
click away. Track performance,
review holdings, complete service
requests all online.
Make an appointment with a knowledgable investment
HASSLE FREE ACCOUNT MANAGEMENT
Model portfolios to meet your changing
Manage all your accounts in one convenient location.
YOU'RE IN THE DRIVER'S SEAT
THE BEST OF BOTH WORLDS
AUTOMATED INVESTING + HUMAN EXPERIENCE
Growing your investments has never been
easier. With Leafvest you're in control, Leafvest
combines the best of both words, combining automated convenient
trading with the personal touch of
experienced financial advisors, who
are just a call away.
Assets are held with a name you can trust
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.