To Open An Account:

Engaging Leedom Asset Management as your investment advisor is a simple process.

First, we spend time with you either on the phone or in person to understand your investment objectives, expectations and risk tolerance. We also provide a comprehensive outline of our specialized services.

We then have you read and sign our Investment Advisory Agreement. This agreement explains our advisory services and authorizes Leedom Asset Management to act on your behalf regarding purchases and sales of securities for your account.

Management of your assets is a completely transparent process with Leedom Asset Management, Inc. The account is held in your name and your assets are under the custody of a mutually agreed upon brokerage firm. Leedom Asset Management, Inc, does not hold a clients' securities or cash.

We look forward to serving your investment needs with our unique products.
To open an account, please call us today at 866.928.2600.

Important Note: Investing in securities does involve risks and uncertainties. Investors should have a full understanding of the risks involved in our portfolios prior to engagement.

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