Perhaps the most rewarding outcome for any of us is to participate in the financial security and success of a client we have come to know. Whether working with individuals, families or businesses, Leavell focuses on our clients’ long-term goals. Relationships often include multiple accounts, serving a variety of extended family members or business associates. Each account may have a specific purpose, be it income, long term growth, or a combination of the two. However, it is our objective to manage each of the varying pieces to construct a comprehensive investment plan appropriate for the family or business group.

These principles have resulted in our firm becoming one of the largest independent investment management firms in the region.

Leavell is committed to quality investments.
Whether you desire investment solutions for your family or your business, today’s global investment arena presents many unique challenges. For decades, Leavell Investment Management’s philosophy has consistently been focused on conservative, quality investments appropriate for your asset allocation and goals.

We strive to achieve superior investment returns, both absolutely and in relation to appropriate benchmarks. A critically important aspect of the overall investment plan includes exploring every opportunity to mitigate federal and state income taxes,
including managing long and short-term capital gains taxes, estate taxes and other wealth preservation techniques. We work closely with your tax advisor and, where appropriate, with your estate planning attorney.

Our investment management approach — broad asset diversification to control risk, minimization of expenses and taxes, and the benefits of compounding — is designed to reach and maintain, over time, the level of financial security you seek for yourself and your family.