Leavell Investment Management uses a team approach consisting of a lead Investment Counselor and Portfolio Manager.

Your Investment Counselor will review your unique circumstances and goals closely and carefully.  He or she will analyze your needs, set objectives and monitor the outcome over time. Your Investment Counselor will be your key contact, advocate and facilitator of all aspects of your relationship with Leavell. 

Your Portfolio Manager will develop and implement the strategies established for your account, while managing the securities within your portfolio on an on-going basis.  Tactical and strategic changes within your portfolio will only be made with careful thought and consideration.  This close working relationship ensures our team has a clear understanding of your objectives; that these objectives remain appropriate; and that your investment goals are reached.

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.