We Bring You

Best Financial Services

The Wealth Management Process is an approach created by Ledger Capital Management Limited designed to help successful people with the accumulation, management, preservation and distribution of wealth.

The Wealth Management Process can help you to minimize taxes, achieve financial and life goals, and put your estate affairs in order.

1
The Vision Workshop
Evaluate your current situation and develop a clear vision for your future.
2
The Life Strategies Session
Helps you develop a step-by-step life plan to achieve your vision.
3
The Financial Blueprint
A detailed financial strategy to help you achieve your personal and financial vision.
4
The Implementation of the Financial Blueprint
Professional assistance to help you take the actions necessary to achieve your goals.
5
The Progress Sessions
Regular reviews of your progress to help you stay on track toward your vision
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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.

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Professional Staff

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Years of Experience

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Investments

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Million Assets Under Management

Investment Philosophy

Outstanding team

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.

Collaborative style

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.