Gold Leaf Capital Management, Inc. Financial Advisors

Gold Leaf Capital Management, Inc.

(440) 943-4980 www.goldleafcapital.com... »

29712 Sylvan DrEastlake, OH 44095   map »

Business overview

Gold Leaf Capital Management, Inc. is a Registered Investment Advisory firm specializing in lower risk investment strategies. Our investment philosophy is that of capital preservation whose first goal is the safety and preservation of client assets.

If you are seeking to preserve and grow your investment assets, we may be able to help. Please give us a call at (440) 943-4980 for a free and confidential consultation. Minimum account size is $100,000. Gold Leaf is solely an investment.. manager and does not custody assets. All assets are held at various third party custodians. Gold Leaf does not provide legal, accounting, or tax advice.

Let Gold Leaf help you roll over a 401(k) into an IRA. And why should anyone do that?

According to The Wall Street Journal, ?if you move your savings to an IRA, you get maximum flexibility in designing your portfolio and choosing investments? keep in mind that your investment needs may be different in retirement than when you were working.? ?You also have more flexibility in the way you can name beneficiaries,? particularly if you want to ?stretch? your IRA. WSJ, Dec. 29, 2007, p. B2.

Gold Leaf will assist you with all the paperwork involved in your IRA rollover. Then when your assets have transferred, Gold Leaf retirement advisors will invest your money based upon what you have told us are your investment needs. In all cases, your IRA will be managed solely in your best interests. As a fiduciary, Gold Leaf is sworn to act for your benefit only.

Finally, because Gold Leaf is an independent firm, we can offer objective advice regarding investments for your IRA. Our retirement advisors have no in-house mutual funds or products to sell. Gold Leaf is free to build your IRA portfolio based strictly upon your needs.

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Investments

  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Trust Services

Certifications

  • Chartered Financial Analyst

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Year Established

1998

Languages Spoken

  • English

Reviews

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Reviews

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