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Michael
Leonetti, CEO and Founder of Leonetti & Associates,
LLC was again selected for an exclusive list of The 150
Best Financial Advisers for Doctors as published in the
November 2008 edition of Medical Economics Magazine.
A long
time ago, we made a choice. Wed rather work with real
people we can actually get to know than spend our days in
a large institution where customers are just numbers. Its
simply more fulfilling to take a direct interest in what
matters to your future.
Leonetti
& Associates, LLC, based in Buffalo Grove, Illinois,
has been providing fee-based investment advice for individuals
and small businesses for over 26 years. It was formed to
provide investment management and financial planning services
to enhance client portfolios and help them reach their financial
goals.
Leonetti
& Associates, LLC manages approximately $414 million
through its Privately Managed Portfolios.
Weve
been providing our personal, one-to-one brand of private
financial guidance to people, families, and businesses since
CEO Mike Leonetti founded our firm in 1982. We have 12 professionals
in our firm ready to help you in reaching your goals.
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Medical
Economics' annual list of the 150 Best Financial Advisers
for Doctors was compiled based on recommendations made by
doctors and physician groups. The criteria the magazine
considered included the percentage of physician clients
comprising the firm's client list, as well as the professional
achievements of the financial advisers. They also favored
advisers who limit the amount of compensation earned from
commissions and gave special notice to "fee-only"
firms like Leonetti & Associates, LLC who do not accept
commissions. The magazine also reviewed federal regulatory
databases, such as the SEC, to eliminate advisers with any
reportable disciplining events.
Published
rankings by unaffiliated publications should not be understood
as a current or past endorsement of Leonetti & Associates,
LLC by any of its clients. Rankings also should not be construed
by a client or a prospective client as assurance they will
experience a certain level of future results if Leonetti
& Associates, LLC is engaged to provide investment advisory
services. Published rankings typically base their selections
on statistical data submitted by investment advisers throughout
the U.S. and from other industry sources.
Leonetti & Associates, LLC
1130 Lake Cook Road, Buffalo Grove, IL 60089
Telephone: 800-454-0999 Fax: 847 520-5475
Email: marketing@leonettiassoc.com
©
Copyright 2008
Leonetti & Associates, LLC All rights reserved
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