Asset Management and Investment Management Services

Welcome to Custer Capital and its sister company Level Partners, a registered investment advisor founded in 1985. We are Financial Advisors in Ohio and a leading Ohio regional asset management firm making sophisticated investing simple by providing customized money and wealth management strategies to business owners, executives, professionals, family trusts and retirees. Our proven integrated approach levels the investment field by structuring under one roof our unique strategies. We nimbly quarterback our clients financial and investment affairs, helping them cope with the challenges of today's global economy.

Investor Strategies

• Money & wealth management
• Estate, insurance and retirement strategies
• Simplification of complicated investment decisions
• Traditional portfolio management and alternative investments under one roof
• Proprietary alternative investments in oil & gas, private equity, real estate and venture capital

Investment Strategies For Business Owners:

• Business and strategic planning
• Capital raising - debt and equity
• Employee stock ownership plans
• Estate, insurance, retirement plan integration
• Exit planning and value creation for business sale
• Investment banking
• Organization development
• Turnaround assignments
• Valuations
• Wealth acceleration programs

We invite you to learn more about our capabilities and investment strategies.