Leavell Investment Management

Overview

Leavell Investment Management is a private investment firm based in Mobile, Alabama, specializing in managing assets for high-net-worth individuals and institutions. The firm offers a range of investment services, including portfolio management and financial planning, with a focus on acting in the best interests of its clients. Established in 1979, Leavell Investment Management has over four decades of experience in the financial services industry. The firm is committed to providing personalized investment strategies tailored to each client's unique circumstances, fostering long-term relationships built on trust and transparency. With a team of experienced professionals, Leavell Investment Management employs a collaborative approach to asset management, ensuring that each client receives comprehensive and attentive service. The firm's dedication to client success is reflected in its consistent presence on industry rankings, such as the CNBC Financial Advisor 100 list, where it has been recognized for its outstanding performance and client service.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies