Andrew

Callejo

LEAFVEST MODELS TO MATCH YOUR

INVESTMENT GOALS

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.

Andrew

Callejo

Andrew

Callejo

Andrew

Callejo

Andrew Callejo

 
 

Financial consulting through

automated investing.

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.

CONVIENIENT INVESTING

Your investment portfolio is one

click away. Track performance,

review holdings, complete service

requests all online.

PERSONALIZED SERVICE

Make an appointment with a knowledgable investment

advisor online.

HASSLE FREE ACCOUNT MANAGEMENT

Model portfolios to meet your changing

investment goals.

ON-THE-GO-INVESTING

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.

 

Andrew

Callejo

Assets are held with a name you can trust 

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Andrew Callejo

 
Need more details? Contact us

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