Investment Leadership, LLC

Investment Leadership provides portfolio management, financial planning, and consulting to individuals, trusts, foundations, endowments and corporations, serving both high-net-worth and non-HNW clients. The firm generally requires a minimum household asset level for managed programs but may waive that requirement for certain situations such as corporate retirement plan participants, beneficiaries, family members and employees.

The firm constructs individualized asset allocation guidelines and written investment policy statements using a mix of fundamental and technical analysis with a macroeconomic overlay, and it manages accounts on both discretionary and non-discretionary bases. It also allocates portions of client portfolios to third‑party managers (including Davidson Investment Advisors) when a specialist mandate is appropriate, and maintains a separate CD-only asset management program that focuses on FDIC‑insured bank certificates of deposit with limited use of U.S. Treasuries where warranted.

Noteworthy distinctions include the dedicated CD program for clients seeking FDIC-insured deposit exposure, and a consulting offering that can be engaged on hourly or fixed-fee terms for advice outside ongoing asset management. The firm uses standing letters of authorization for transfers and engages an independent CPA to audit SLOA-related activity annually, and a principal is separately licensed to place insurance products — a disclosed potential conflict of interest when insurance implementation is recommended.