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Overview

Since 1979, we have operated as an independent investment advisor, offering reliable investment solutions. Individuals, corporations, trusts, endowments, and different retirement plans are among our clientele. Diversification is the cornerstone of our investment management strategy. Our investment performance has been largely attributed to the financial guidance and portfolio management techniques provided by Leavell Investment Management. The performance of our portfolio has been maximized thanks in large part to Leavell Investment Management's investment ideas.