First, you can expect us to get to know you well. We strive to learn as much about you as possible to help us offer you truly personalized financial guidance. Our client experience is characterized by attention to detail; prompt response to letters, calls and emails; clear reasoning for our recommendations; diligent execution of the tasks at hand; and confidentiality. As fiduciaries, we’ve built our business upon values of honesty and integrity. We adhere to the highest ethical and professional standards in every aspect of our relationship.

Leonetti & Associates, LLC is a fee-only investment advisor. We are compensated solely by fees paid by our clients directly to our practice. We accrue no benefits for brokerage services, commissions, finder fees, or product sales of any kind. Thus, our advisors focus strictly on developing and implementing objective, goals-based financial plans and disciplined investment strategies.

No. Through HighTower, we have access to a selection of strong, reliable and secure third-party custodians and service providers. We have selected Schwab Institutional, a division of Charles Schwab & Co., Inc., and TD Ameritrade as the primary custodians of our clients’ assets. We believe that Schwab and TDA offer the strength and support of trusted brands, financial stability, competitive pricing and reliable service.

Each client has a personal Wealth Manager who is the primary point of contact. The Wealth Manager is supported by a paraplanner and our client service staff, who get to know every client. Our professionals keep detailed notes on conversations and meetings, and any project work or paperwork sent to you or received from you is saved in our system. If you have a request or question and your Wealth Manager is unavailable, a paraplanner or client service representative will be able to assist you. Our Wealth Managers work with their clients to create the investment management strategy that is designed to help address their planning and investment objectives. Our client portfolios are managed in-house by two portfolio management teams: The Privately Managed Portfolios, which optimize an active investment management strategy, are led by Craig Johnson and Matt Varner. These portfolios often utilize individual stocks, stock ETFs (exchange traded funds), REITS, individual bonds (taxable and tax-free) and bond ETFs. Our STAR Portfolios, which optimize an asset allocation investment management strategy, are managed by Robin Stone, Sherwin Lesk, David Jutovsky and Deborah Feldman. These portfolios can utilize stock ETFs, bond ETFs, REITS, mutual funds, individual bonds (taxable and tax-free) and bond ETFs.

Yes. In fact, we strongly advise our clients to permit us to speak with their advisors directly and/or provide data and information as requested. This collaborative approach fosters an efficient, cohesive client experience. Some clients come to us without an attorney, insurance agent or other advisors, and we are happy to provide a few referrals.

We are always available to speak with or meet with our clients as often as they would like – we feel that it is the best part of our jobs as advisors. We tailor our client contact schedule according to each of our client’s wishes.