Kenny Hubbard

Leavell aims to achieve positive relative and absolute investment returns through broad diversification, control of risk and realization of the benefits of compounding. Their primary method of analysis is fundamental. The firm’s equity management seeks to achieve long-term capital growth while focusing on the control of risk in the portfolio. Leavell’s fixed income philosophy is designed to protect principal through management of risk and to provide a steady, reliable source of income for the client. Portfolio turnover is kept to a minimum.

TIAI seeks to invest assets for long-term growth of capital that is fundamentally driven by the needs and objectives of the clients. The firm utilizes a tactical asset allocation model as a risk/return management tool. Their asset allocation process consists of a monthly review of all asset classes considered within their allocation framework. With respect to equities, TIAI endeavors to create an actively managed portfolio of sound companies, purchased at sensible prices, which are performing well in the stock market. Their fixed income philosophy seek to evaluate the prevailing interest rate landscape with attention on the risk associated with credit spreads and the impact of yield curve changes.

Functions as a College/University

Provides investment advice