Leetown Advisors

Overview

Leetown Advisors is a small, independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small institutions. The firm runs a compact advisory model that favors liquid equity exposure as its primary allocation tool and supplements client portfolios with external mutual funds and third-party real estate managers when appropriate. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. The firm provides portfolio management for individual and small-business clients, as well as for pooled investment vehicles and institutional/business accounts. Leetown Advisors is not positioned as an allocator of capital to a broad slate of external managers (it does not operate as a capital allocator), but it does work with outside real estate managers and uses mutual funds to round out client allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices