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What should you expect from us?  Communication, Accountability, and Transparency determine how effectively we reach our goals with you. 


Effective communication delivers information early, accurately, and insightfully.  Lead Equity Group is built with these three specific ideas in mind.  Early means ownership has time to digest and consider options thoughtfully and clearly.  Accurately means ownership trusts the information to be true.  Insightful means ownership receives value-add ideas and rich context to produce a greater understanding of the assets, markets, and processes. 



We believe in sharing the credit and accepting the blame.  Our job is to look in the mirror when things are not going well and make adjustments to achieve maximum results.  With authority comes the responsibility to our clients to achieve the highest results which our organization takes seriously.




If you can’t see or understand what we are doing, then we aren't doing our job very well.  Managing assets is about empowering our partners and clients to see everything we do and how we do it so they can make better decisions.  Transparency in an open culture of vision and growth makes us better and our investment partners able to make better decisions. 

Our Core Values


Be Proactive

Have a curious mind and a can-do attitude.


Be a Team Player

Contribute to positive interactions and help others succeed.


Work in Progress

We are imperfect.  We admit when we are wrong and strive to get better.


Have Fun 

Make the most of your time and embrace the present.

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