Services
Achieving your financial goals is equally determined by your choice of advisory team as it does with the type and quality of services they offer.

At Leisure Capital, our team of specialists works with each client individually to provide the investment management and charitable and gift planning services you need to invest wisely, live abundantly, and give purposefully.
Investment Management

Creating multi-generational wealth requires a unique strategy that is built to prudently grow your assets over time and actively preserve your portfolio. Using the power of conservative, active management, we combine proven economic principles, decades of investment experience, and a passion for the capital markets to create a personalized, tax-advantaged portfolio for each of our clients.

With three of our advisors holding the Chartered Financial Analyst (CFA) designation, we believe that we are well-positioned to manage the unique and often unexpected nuances that come hand-in-hand with complex financial lives. While others may be satisfied with a one-size-fits-all approach, we know from experience that meeting the higher expectations of affluent investors like you requires more. More choice—like highly liquid alternative investment solutions and tax-efficient investment options. More precision—to be sure your portfolio is never on autopilot. And more personalized attention—to be sure we are always in touch with you and your changing goals today, tomorrow, and for generations to come.

Charitable and Gift Planning

For many, one of the most rewarding aspects of wealth is the freedom to create change through intentional giving. Family Foundations and Endowments are two financially prudent ways for families with wealth to align charitable giving with your personal and family values. But that is often easier said than done. Defining a plan that enables you to create the greatest possible impact begins with exploring key questions such as:

 

  • What needs fall within our charitable mission?
 
  • What are our strategic goals?
 
  • Who else is addressing our mission today?
 
  • What philanthropic partnerships that might help us accelerate our impact?
 
  • What is our short- and long-term growth strategy?
 
  • What are our investment guidelines regarding impact and ESG investments?

 

Our team works with foundations and endowments of all sizes with a passion for enabling change. Based on our years of experience—combined with continuous education and research—we understand the intricacies and nuances involved in all levels of giving and, most importantly, we understand how to help you create an efficient, effective path toward your goals.

Take the next step toward greater wealth.

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