John M. Leonard, LLC

John M. Leonard, LLC provides non-discretionary portfolio management services.  The investment advice provided is custom tailored to meet the needs and investment objectives of the client.  Portfolios constructed by John M. Leonard, LLC may consist of equity securities, mutual fund shares, Exchange Traded Funds, corporate debt securities, and/or US government securities, among others.  Once the portfolio is constructed, John M. Leonard, LLC provides periodic supervision and re-optimization of the portfolio as changes in market conditions and client circumstances may require.