Building Resiliency,
Amid Uncertainty

Focusing our efforts on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see specific opportunities for active investors.

What We Do

LeadNorth is a global investment advisor and portfolio management firm who helps investors of all types achieve their financial goals.

Our purpose is to help more people experience financial well-being. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility, and financial freedom.

Investment Advisor

With LeadNorth Investment Advisory, our investment adviser will thoroughly evaluate your financial needs, personal circumstance, and ambitions in order to provide the holistic investment solutions.

Portfolio Management

Investment portfolios are formulated by our qualified and experienced managers backed by rigorous research recommendations. Our portfolio managers shall oversee the whole functioning of the portfolio on behalf of their clients.

Our Portfolios in Management

Insights for Investors

What Are the Odds of a Recession and How Much Will It Hurt?

Hot inflation may be pushing the US economy into recession. This year's interest rate hikes by the Federal Reserve...

Nine Tips for Investing During Turbulent Times

The value of $1 invested in 1900, allowing for the reinvestment of dividends and interest along the way, would no...
 

How To Invest During a Bear Market, According To Investment Advisors

Rising consumer prices continue to be a thorn in the side of the Federal Reserve, with inflation hitting a fresh four-decade high in...
 

What is a Bear Market? Here’s How it’s Affecting Your Portfolio & How to Stay the Course

Bears and bulls are common animal references used within the stock market, but what exactly does an animal have to do with stocks? Think about how...

Why Keeping Your Money in the Stock Market Is Especially Important Right Now

Even though the market declines may make you feel uneasy, keeping your money in the stock market now is likely a good move long term. 

Why it’s a Good Time for Young Investors to put Money in the Market

The best days in the stock market generally follow the worst slumps, so if you continue to put money in even when prices are going down...


Disclaimer
This website is strictly intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced on or through this site. No representation is given that the securities, products, or services discussed on, or accessible through, this site are suitable for any particular investor. You acknowledge that the provision of any information through this website shall not constitute or be considered investment advice. This website should not be considered as communicating any invitation or inducement to engage in investment activity in any jurisdiction and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose, and is also not intended for distribution to, or use by, any person in any country where such distribution or use would be contrary to its laws or regulations.

All content and opinions expressed are subject to change without notice. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material.

Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. Asset allocation and diversification does not guarantee investment returns and does not eliminate the risk of loss. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs. 

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