LEVERTY FINANCIAL GROUP, LLC

Overview

Leverty Financial Group, LLC is an independent registered investment advisor that acts as a capital allocator for both individual & family and institutional clients. The firm emphasizes fee-based planning and discretionary portfolio management, supplemented by project- or hourly-based work and fixed-fee engagements. Its advisory services include financial planning, ongoing portfolio management for individuals and small businesses, and selection of third-party advisers. Leverty identifies as an active ESG investor and maintains an insurance company affiliation that informs some product and risk-management choices. Investment activity shows a clear bias toward public fund exposures—mutual funds and ETFs make up the bulk of assets—paired with selective use of third-party alternative managers. As a capital allocator the firm blends indexed ETF strategies for beta/core equity exposure with concentrated allocations to private placements, real assets and commodity-related strategies for diversification and yield. Manager allocation interest appears tilted toward liquid public funds for core allocations and specialist external managers for private-market and sector-specific exposures.

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Public Holdings

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Location & Offices