We Bring You
Best Financial Services
The Wealth Management Process can help you to minimize taxes, achieve financial and life goals, and put your estate affairs in order.
The Vision Workshop
The Life Strategies Session
The Financial Blueprint
The Implementation of the Financial Blueprint
The Progress Sessions
You will find that working with Ledger Capital Management Ltd. and our Wealth Management Process is a unique and rewarding experience. Our clients tell us it gives them a greater understanding of their financial situation and enables them to make informed decisions for themselves and their families. We welcome the opportunity to show you how the Wealth Management Process can work for you.
For over 19 years, our active management approach and relationship based business has generated attractive returns for investors.
Years of Experience
Million Assets Under Management
Alignment of Interests
Fairness & Integrity
Ledger Capital is a tightly knit group working together with management teams toward common goals. We have more than 75 investment professionals, with an average tenure at Ledger of more than a decade. This allows us to devote substantial time to the companies in which we invest.
Our objective is to work with portfolio company leadership and create a backdrop in which companies can thrive. We encourage management teams to invest alongside us, and our forward-thinking approach and philosophy to leave companies better than when we found them also means that portfolio company employees often choose to invest alongside Ledger Capital as well.
Alignment of interest
We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.