Silverleaf Investment Group, LLC

Overview

Silverleaf Investment Group, LLC is an independent, Ohio-registered limited liability company that provides fee-based portfolio management primarily for individual and family clients and small businesses. Ownership is held by an individual, and the firm charges either a percentage of assets under management or fixed fees. Investment activity is concentrated on managed portfolios for private clients rather than institutional capital allocation or pension consulting. The adviser does not identify as an ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices