Mission and Values

At Investment Leadership, LLC, our mission is managing client investments and other financial planning tasks in a prudent manner so they have the time to do the things in their lives that are important to them.

It would be great if we could guarantee investment performance.  We cannot.  We are not aware of any firm that legally can.  However, we strive for investment excellence.  That is part of what we are hired to do.

“Time is more valuable than money. We can get more money, but we cannot get more time.” – Jim Rohn

Consider the hypothetical situation of two clients.  After all fees and expenses both clients earn the same net return.  The difference is Client A hired Investment Leadership, LLC. Client B personally took time for handling all of investment and financial planning related items.

Who did better?

Both clients earned the same net return, but Client A was able to go to their child’s or grandchild’s game. Client A enjoyed the vacation without spending vacation time focusing on market reports. Client A managed the day doing the personally enjoyable items of life instead of coordinating planning items with an attorney, CPA, etc.

Client B in this illustration earned the same return.  However, it cost Client B hours of time.

We strive for adding value beyond the value of your time.
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