John M. Leonard LLC is a Registered Investment Advisory (RIA) firm located in West Michigan, offering personalized portfolio strategies based on clients' financial objectives, time frame, and risk tolerance. With over 45 years of experience in the capital markets, owner and registered principal John M. Leonard, CFP, believes in managing risk rather than focusing solely on returns, and utilizes trend analysis to construct portfolios that align with market trends and individual goals.
As a state licensed RIA, John M. Leonard LLC operates under a fiduciary responsibility, ensuring that clients' best interests are prioritized. The firm provides account management services at a fee-based rate, and offers portfolio analysis, asset allocation, retirement cash flow analysis, and market insights based on extensive research and expertise. With a focus on building strong relationships and understanding each investor's unique risk tolerance, John M. Leonard LLC aims to provide investment security and peace of mind for clients' financial futures.
Generated from the website