private client
Performance - Private Client Pooled
BirchLeaf Investments is a discretionary investment counselor. For the Wealth Management Client we offer the following:
Plan for Tomorrow
Whether it is a bull or bear market, our experience is your edge. Learn more about our unique, disciplined investment approach.
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From our Blogs
- Robert Floyd discusses the latest market news on BNN at 4pm on Wednesday, Dec. 20th.
- Robert Floyd of BirchLeaf Investments was a Featured Guest on BNN's "The Close" on Thursday, Nov. 9, 2017
- BNN reviews the top business stories with Robert Floyd of BirchLeaf Investments, Sept. 28, 2017
- Watch Robert Floyd, President and Lead Manager at Birchleaf Investments, on BNN May 5, 2017, at 4pm
- Watch regular BNN contributor, Robert Floyd of Birchleaf Investments, on BNN March 10, 2017 at 4pm
- Expect Choppy Trading for Next Few Weeks - Macro Environment Improving in the U.S.
- Shadow Cast on Markets by Disappointing U.S. GDP - Robert Floyd interviewed on Business Day AM on BNN
- Turnaround in sight for Blackberry -- Robert Floyd interviewed on Business Day PM on BNN
- Robert Floyd Interviewed on BNN about the Future of the Markets
- It's a Churning Market: BirchLeaf's Robert Floyd interviewed on BNN
It's Better With BirchLeaf
- • Clients Have Exclusive Access To Their Portfolio Manager
- • Lead Manager Has 30+ Years Of Investment Experience
- • Focused On Capital Preservation
- • Individually Customized Portfolios
- • Proactive Disciplined Investment Process
- • Continuously Monitored Portfolios
- • Solid Performance
- • Comprehensive Quarterly Reports
- • Strong Servicing Commitment
- • Employee Owned