A specialist in California-based equities
Leedom Asset Management provides expert money management services to individual investors. We specialize in stocks we know best, those in our backyard of California.
Our core product is the 'California Golden Bulls' Select Growth Portfolio that invests in the premier California growth stocks based on our proprietary investment process.
Leedom Asset Management also manages the conservative S&P Select strategy which invests in S&P 500 companies.
The California portfolios take advantage of our focus on the wealth of growth companies located in the Golden State. We have developed a strong investment knowledge of California-based companies by visiting with management, attending investment and industry conferences, and consulting with suppliers, vendors and other service providers of California companies.
We thoroughly research and remain current with investment news on California companies through the publication of California Stock Report. We believe this research emphasis allows us to rapidly identify emerging growth opportunities and the future top performing stocks.
Our portfolios are managed by Bud Leedom, developer of the proprietary LeedomCharts institutional algorithm and former Senior Equity Research Analyst at Wells Fargo Securities, LLC.
Our investment philosophy is rooted in "backyard investing." Our unique understanding of California stocks and our ability to research and retain a working investment knowledge of these companies is based on utilizing resources that are close at hand. These resources include the relative ease of meeting with management due to proximity, utilizing local sources of investment information and our many years of following California-based companies.
Our ancillary investment services: California Stock Report, CaliforniaStocks.com and California Equity Research, LLC collectively contribute to a continuous, laser focus on these stocks. We believe this focus allows us to more effectively identify and invest in top performing California companies.
Leedom Asset Management, Inc. is a registered investment advisor in the State of California.
For more information on our unique managed account services and portfolios:
Please contact us directly at 866.928.2600.
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