Unique | Systematic | Growth
Services
New Leaf Capital is an investment management firm and a registered investment advisor, offering active investment strategies available to qualified investors and institutions.
New Leaf Capital utilizes a disciplined "systematic", strategic rules-based trend following approaches to exchange-traded funds (“ETFs”) and common stocks which produces superior risk adjusted returns that are non-correlated to traditional equity and bond portfolios. (See our Investment Approach).
Separately Managed Accounts
New Leaf Capital offers separately managed accounts to all of its clients. Under a separate account arrangement, the client holds an account at a qualified institution and authorizes New Leaf Capital, LLC to manage the account.
Separate accounts are distinct from pooled funds or mutual funds, where client assets are pooled and managed collectively, with each client owning units of the fund.
Separate accounts provide transparency to the client and allow the portfolio manager to make specific investment decisions that are related to the client’s circumstances. Clients have online access to their accounts, and can check account activity frequently.
For a full range of New Leaf Capital's money management services, please send an email to investor@newleaf-capital.com.
New Leaf Capital is an investment management firm and a registered investment advisor, offering active investment strategies available to qualified investors and institutions.
New Leaf Capital utilizes a disciplined "systematic", strategic rules-based trend following approaches to exchange-traded funds (“ETFs”) and common stocks which produces superior risk adjusted returns that are non-correlated to traditional equity and bond portfolios. (See our Investment Approach).
Separately Managed Accounts
New Leaf Capital offers separately managed accounts to all of its clients. Under a separate account arrangement, the client holds an account at a qualified institution and authorizes New Leaf Capital, LLC to manage the account.
Separate accounts are distinct from pooled funds or mutual funds, where client assets are pooled and managed collectively, with each client owning units of the fund.
Separate accounts provide transparency to the client and allow the portfolio manager to make specific investment decisions that are related to the client’s circumstances. Clients have online access to their accounts, and can check account activity frequently.
For a full range of New Leaf Capital's money management services, please send an email to investor@newleaf-capital.com.
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