Investment Management

Expert planning and consultation to grow your portfolio

At Van Leeuwen & Company, LLC, we believe that investment management is a very personal process that involves more than just asset allocation. Every investor is different, which means there is not one simple solution for every portfolio. The team at Van Leeuwen & Company goes beyond standard questionnaires about risk tolerance and time horizon to really understand your unique goals for the wealth you worked hard to accumulate.

Our investment committee meets frequently to review portfolio holdings and make any necessary changes. We custom-tailor portfolios to a client’s individual needs while managing portfolio risk. Taking an active approach to portfolio management is one of the cornerstones of our investment philosophy.

Our Areas of Focus:

  • Goal-Based Returns
  • Concentrated Stock Positions
  • Risk Management
  • Tax-Loss Harvesting
  • Tax Management
  • Strategic and Tactical Asset Allocation
  • Trust Services
  • Foundation Management
  • Donor-Advised Fund Management
  • Grantor Retained Annuity Trust Management