When we first shared Our Origin Story back in 2020, we reflected on the volatile environment that shaped our thinking when we founded Leisure Capital Management in 2002.
Back then, financial uncertainty was everywhere. Investors were wary. Still, we saw many of our peers continue to chase ‘hot’ investment opportunities—a gamble that we felt put their clients’ financial security at risk. We opted for a different tack, prioritizing both asset growth and asset protection. By doing so, we felt empowered to serve our clients’ best interests through every market cycle, no matter how turbulent.
Today, that philosophy feels more important—and more validated—than ever. The current environment is once again challenging investors. Inflation is proving stubborn, interest rates remain elevated, geopolitical tensions continue to rise, and economic signals seem to shift by the day. For many investors, the path forward feels anything but clear. But for our clients, the message is simple: you don’t need to fear what lies ahead.
From the start, we designed our approach precisely to function well in moments like these. Our focus on value-oriented investing, careful risk management, and proactive portfolio adjustments has always been about preparing—not reacting. Rather than chasing returns or making emotional decisions, we have always remained disciplined and grounded by the same principles we’ve followed for over two decades.
The result? Our clients can remain calm and non-reactive, knowing that their strategy is designed to support their long-term financial goals, even as the headlines change.
Importantly, this doesn’t mean our Investment Committee is standing still. Staying the course doesn’t mean doing nothing. It means making smart, timely adjustments based on real opportunities—not fear or speculation. Because we’ve never wavered from our core mission, we’re able to help our clients capture growth when possible and protect their assets when necessary.
In moments like this, history and experience matter. We encourage you to revisit Our Origin Story to see just how closely today’s environment mirrors the one in which we were founded. The challenges may look different, but the principles that guided us then continue to guide us now.
If you’re feeling uneasy about what’s next, know that you are not navigating this alone. We are watching the markets carefully, positioning our portfolios thoughtfully, and always putting your long-term interests first. That’s the promise we made on day one—and it’s the promise we keep today.
As always, if you have questions or simply want to talk about your portfolio or the market environment, don’t hesitate to reach out. We’re here for you—ready to answer, ready to listen, and ready to act.
