There is a common misconception that ample wealth creates an easy path to greater prosperity. In the real world, the ability to achieve your financial goals is dictated not by the assets you have today, but by the skills and aptitudes of your advisory team, as well as the type and quality of services they offer.
At Leisure Capital Management, we offer the best of both. To help individual investors, wealthy families, and family foundations achieve their unique goals, we offer services that are rooted in decades of investment experience, deep research, and a focus on balancing asset growth and asset protection. At the highest level, our services fall under two categories: investment management and charitable and gift planning.
Creating multi-generational wealth requires a 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 and a passion for the capital markets to create a personalized, tax-advantaged portfolio for each of our clients.
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. Three of our advisors hold the Chartered Financial Analyst (CFA) designation—a distinction that positions us to manage the often unexpected nuances of our clients’ complex financial lives with equally unique strategies. We also offer more choice and precision to ensure your portfolio is optimally positioned at all times, including tax-efficient investment options and highly liquid alternative investment solutions, more precision ensure your portfolio is optimally positioned at all times, and more personalized attention to be sure we are always in touch with you and your changing goals.
To learn more about the power of alternative investments and how we apply them to meet our clients’ unique needs, download our eBook The LCM Guide to Alternative Investments.
One of the most rewarding aspects of wealth is the freedom to create change through intentional giving. At Leisure Capital Management, giving is part of our core mission. Gideon Bernstein, a co-founder of the firm, holds a Chartered Advisor in Philanthropy (CAP®) designation and published his first book on charitable giving, Giving: A Handbook to Happiness for the Modern Philanthropist, in 2021. That background, combined with our years of experience working with Family Foundations and Endowments of all sizes, enables us to accelerate every client’s giving strategy—including yours.
To help you and your family define a plan that enables you to create the greatest possible impact, we begin by working with you to define your charitable mission, establish your philanthropic goals and impact/ESG guidelines, and identify the most appropriate vehicles for you. We then construct a strategic plan to bring your vision to life, both in the near future and for generations to come.
For many investors, ensuring their investments reflect and support their desire to have a positive impact on the environment is a key consideration when creating their investment strategy. For our clients who see this alignment as a priority, we offer an optional ESG portfolio designed to support targeted investments in companies with strong ESG ratings, while simultaneously helping to reduce the risk of these investments and support long-term growth.
Patrick Maxwell, a Principal and Senior Investment Officer at the firm, holds the Chartered SRI Counselor (CSRIC®) designation, a groundbreaking certification in the field of sustainable, responsible and impact investing. Based on this expertise, we have created a carefully constructed ESG portfolio that allows investors to support the causes and organizations they hold dear so they can do well while doing good. Learn more about the Leisure Capital Management ESG portfolio here.
