DELIVERING CUSTOM INVESTMENT STRATEGIES THAT MEET OUR CLIENTS' FINANCIAL OBJECTIVES.

 

ABOUT


We are an Alabama-based investment advisor with $1.5 billion* under management
*as of July 31st, 2016.

Our clients include individuals and families, businesses, foundations, and retirement plan sponsors.

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We are different because we strive to minimize complexity and pursue what is best for the client. We are committed to being intellectually honest in our research and will always help our clients understand in straight-forward terms what they own and why they own it.

DEDICATED TO PERSONALIZED SERVICE

NEWS


LEAVELL INSIGHTS

LEAVELL NEWS


OUR PEOPLE


We stand out because we deliver investment strategies customized to meet each of our client’s preferences and circumstances. We work with a select number of clients so that we are always available for a conversation. We have the resources on our team to provide counsel on a broad array of financial topics pertinent to our clients’ circumstances.


As a Leavell Investment Management™ client you will enjoy the services of a dedicated team of experienced investment professionals that include attorneys, MBAs, CFA Charterholders and former trust officers with a combined industry experience of over 200 years.


MEET US

OUR LOCATIONS


Mobile Office

210 St. Joseph Street
Mobile, AL 36602
(251) 433-3709 Tel


Birmingham Office

2712 18th Place South
Birmingham, AL 35209
(205) 879-1654 Tel


OUR SERVICES

WE KEEP OUR INTERESTS ALIGNED
WITH OUR CLIENTS’ INTERESTS.