John M. Leonard LLC provides non-discretionary investment advisory services such as:
- Investment Account Management
- Investment Counseling
- Retirement Cash Flow Analysis
- Asset Allocation Assessment
- Portfolio Analysis
- Portfolio Monitoring
The investment advice provided is custom tailored to meet the needs and investment objectives of each individual client.
John continually monitors market conditions and will provide clients with recommendations for their investment portfolio accordingly.
As an independent Registered Investment Advisor (RIA), John M. Leonard LLC does not take custody of clients’ cash or securities but rather utilizes the custody services of TD Ameritrade Institutional, Division of TD Ameritrade Inc, member FINRA/SIPC.