Derrin Leigh LLC

The firm’s sole advisor provides comprehensive investment advisory services and financial planning for individual clients, including some high-net-worth individuals and small business owners such as sole proprietors and S- or C‑corporation owners. It manages roughly $29 million on a discretionary basis across about 110 client accounts and routinely includes financial planning as part of its advisory relationship at no additional charge.

Investment decisions combine fundamental and technical analysis, with portfolios typically allocated to exchange-traded funds, individual equities, mutual funds, bonds, and REITs; the advisor has discretionary authority to execute trades based on market views. The firm may pursue market timing and short-term or day-trading during periods of volatility and employs asset-backed options strategies—primarily covered calls—to generate income and manage portfolio delta.

Compared with many solo independent advisors, the firm’s regular use of short-term trading and explicit stated willingness to engage in market timing alongside longer-term fundamental positions is atypical, as is the routine inclusion of covered‑call option overlays. Custodial relationships with Charles Schwab and Altruist support block trading and provide research tools the advisor uses in analysis, and the firm discloses that the principal previously founded and sold a larger wealth-management business before forming the current practice.