You know your goals.

We help you reach them.

 

Thank you for visiting Leavitt Capital Management, Inc.

We are an independent, fee-only registered investment advisor dedicated to providing financial services tailored to each client's individual needs.

 

For high net-worth individuals who are dissatisfied with the impersonal services of large institutions and who wish to benefit from the attention provided by a specialized financial services firm, Leavitt Capital Management offers a full line of coordinated, personalized financial services, custom tailored to your needs. 

 

 

 

 

 

Integrated Services Our dedicated team of investment specialists takes a disciplined, consultative approach to managing your financial situation.

 

 

News and Insights  Read all the latest newsletters and updates on our firm. More

 

 

  

 

A Legacy of Experience Founded by William S. Leavitt in 1985, we manage approximately $350 million in assets.
 

Customized Solutions Our financial solutions are custom tailored to fit your individual goals and lifestyle.

 

Financial peace of mind is knowing your questions are answered honestly.