Introduction: Gold Leaf Capital Management, Inc. is a lower risk, money management firm. We manage 401(k) rollovers, various IRA types, SEPs, trusts, and inheritances for our clients by building common sense investment portfolios.
Because we are independent, our clients receive objective investment advice; we have no in-house mutual funds or products to sell; we are free to do whats in our clients best interests.
Your financial advisor, Paul F. Rodgers, CFA, has an MBA from Case Western and has managed mutual funds for National City Bank starting in 1988; he, then, founded Gold Leaf in 1998. Consultations are both confidential and free. References are available upon request.