Leonard Anshelevich

With more than 30 years of experience navigating both bull and bear markets, I specialize in working with clients to pursue income, growth, and capital management through disciplined investment strategies. I work closely with a diverse range of clients, including high-net-worth individuals, retirees, and small business owners. I provide tailored wealth management and portfolio management solutions designed to help my clients achieve their financial goals.

As a traditional investment manager, I focus on individual investments, including municipal bonds, investment-grade bonds, high-yield bonds, dividend-paying stocks, and preferred securities. My investment philosophy emphasizes careful security selection, risk management, and long-term financial stewardship.

I earned a Bachelor of Business Administration from the Cox School of Business at Southern Methodist University in Dallas, Texas. Outside of my professional career, I am actively involved in my community through the Lions Club and Texas Lions Camp, which provides free camp experiences for children with disabilities. My wife, Judi, and I have been married for more than 30 years and reside in Plano, Texas. In my free time, I enjoy golfing and spending time with family and friends on the water at Lake Texoma.