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Ledgevest Financial

EST. AUM
$205,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Milwaukee
CRD Number
Website ledgevestfinancial.com
Client types

Overview

Ledgevest Financial functions as a high-touch allocator that bridges the gap between retail investors and institutional investment strategies. The firm’s primary value proposition lies in its Due Diligence and Allocation Framework. They analyze market cycles and manager performance to shift capital between various "styles" (e.g., Growth vs. Value) and "asset classes" (e.g., International vs. Domestic). By utilizing a Model Portfolio approach, they ensure that client assets are allocated to top-performing third-party managers who are vetted for consistency and risk-adjusted returns.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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