Leeb Capital Management is an SEC-registered investment advisory firm. Our investment professionals specialize in managing investment portfolios via prudent investment strategies. Through diligent research, our firm provides both investment advice and investment portfolio management.
As a limited time offer, we are currently offering no-obligation investment consultations with our team of investment professionals. Instead of making broad based, non-individualized investment portfolio recommendations, our investment professionals provide personalized wealth management solutions catering to an array of financial factors.
What to expect?
During an introductory phone consultation – at no cost or obligation - one of our investment professionals will conduct a comprehensive review of your portfolio to assess your current financial situation and overall investment goals.
Feel free to call directly to schedule the phone consultation to your convenience.
Office: 212-653-1504
Tech savvy? It’s quick and easy to register for an investment consultation right on our website. Click here to visit our customer service web page for registration:
As an investment advisory firm serving investors since 1984, Leeb Capital Management has a long-term track record of analyzing a client’s individual financial situation and recommending the most appropriate course of action for the management of their investment portfolio. Our investment professionals balance asset allocations, diversify holdings, and aim for a positive rate of return on your investment.
Whether or not you decide to become a client, I believe you will find a professional analysis of your portfolio a valuable exercise. The investment professionals at Leeb Capital Management serve our client’s with one paramount goal: to provide professional investment management services focused on the overall best interests of our clients. Through statistical analyses of companies, our investment professionals determine which investments to make or avoid.
Communication is the key to strong client relationships. Every client is held in the highest regard and investment portfolios are tailored to meet each client’s investment objectives. At Leeb Capital Management, we are proud of our transparent performance record. Please review our historical composite returns by following the Performance link at the top of the page.
We are here to help! Please feel free to call or email our Investment Advisers with any questions. Our customer service team can be reached by clicking here.
* Past performance is not indicative of future results. Therefore, you should never assume that future performance of any specific investment or investment strategy will be profitable. Investing in securities (including stocks, mutual funds, and bonds, etc.) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. You should be prepared to bear investment loss including loss of original principal. Leeb Capital Management, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Although Leeb Capital Management, Inc. does not charge a fee for the introductory phone meeting, the meeting is intended to result in the attendee establishing an advisory relationship with Leeb Capital Management, Inc. The meeting is not intended to create an investment advisory relationship which can only be established after the following three events have been completed: (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; (2) the execution of a written engagement and fee agreement; and (3) delivery of the Form ADV disclosure brochures.
