Q. What is the best way for further exploring the services of Investment Leadership, LLC?
A. Page One has a link for “requesting a conversation.” This can be done in person, on the phone, or with an online video connection. Of course, you can always email firstname.lastname@example.org or call (434) 525-5250.
Q. Is it possible to hold assets that are client-directed in an account that is managed by Investment Leadership, LLC?
A. Yes. Many people have their personal trading account combined with our managed advisory account. Our custodian has competitive trading rates for this relationship. In addition, we can hold these assets in a “non-billable” position.
Q. Where are you located?
Q. What are your hours?
A. We work primarily by appointment. This allows us to adapt our schedule to yours when possible. We realize that it is not always possible for clients to meet between 9 AM and 5 PM. Therefore, we built-in appointment slots during some evenings and some Saturdays.
Click here to request a conversation.
Q. Are the investments held at your location?
A. No. Assets are held with a large national firm that as of June 30, 2013, held over $2 Trillion in assets. They can hold yours too. We service the account from Forest, VA.