Leavell Investment Management — Contact Email, Phone & Team

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

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerGoogleTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoIBMMcDonald'sMerck

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Frequently asked questions about Leavell Investment Management

What sectors does Leavell Investment Management invest in?

Leavell Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Alabama, United States. Leavell Investment Management is listed as a private investment firm in the ConnectSafely investor database.