Leedom Asset Management, Inc.

Leedom Asset Management provides discretionary portfolio management for separate managed accounts, constructing equity and fixed-income portfolios for individual investors and also servicing charitable organizations and pension/profit-sharing plans. The firm additionally acts as adviser to a private pooled investment vehicle, LSI Select Fund LP, which accepts limited partners including institutional-type investors.

The firm’s investment process uses a model portfolio with a primary emphasis on growth and small- to mid-cap emerging-growth stocks, and combines fundamental company analysis with technical tools. It employs a proprietary Leedom Strength Indicator to identify early institutional buying “pulses,” builds concentrated portfolios with position weightings by conviction, and manages accounts limited to stocks, bonds and options while providing quarterly performance reporting.

Compared with typical solo independent advisers, the firm’s profile is notable for operating a private pooled fund and accepting performance-based compensation via a performance allocation with a high-water mark, and for disclosing predecessor and other performance results in its materials. It also serves pooled and institutional clients in addition to individual SMAs, a mix that is uncommon for a one-advisor independent firm.