Gold Leaf Capital Management, Inc. is a lower risk, money management firm. We manage 401(k) rollovers, IRAs, 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. Consultations are free and confidential.
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Interview Q&A
How long have you been in business?
Mr. Paul F. Rodgers, the founder, has been managing money since 1988 when he started in National City Bank's trust department. Gold Leaf was founded 10 years later in 1998.
What is your primary product or service?
Financial services - we manage 401(k) rollovers, IRA rollover, IRAs of all other types, inheritance, trusts, and personal savings. We offer common sense, lower risk asset management. Gold Leaf retirement specialists have no in-house products or mutual funds to sell. We are free to invest in securities that best meet our clients' needs.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Mr. Rodgers indicated he has been fascinated with the stock market since he was a boy.
How do you differentiate yourself from other businesses in your category and area?
1. Because we are independent, we offer objective investment management.
2. Our client portfolios are lower risk.
3. We help our clients in whatever way we can with their finances.
How many locations do you have and do you have plans to expand?
One location in Willowick though we meet most our clients in their homes or at the places of work.
Which areas do you service?
Greater Cleveland area.