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 issue of Medical Economics magazine. Mike also provides some of his best financial tips given to physicians in the May 2007 issue of Medical Economics.
Now you can enjoy the private guidance of one of the country’s top investment managers — without necessarily being one of the country’s richest investors. Personalized service is no longer reserved for only the most wealthy.
Whatever your goals, we have the expertise to provide a strategy that makes sense for you and your unique situation. Leonetti & Associates is not a commission-based brokerage house or a mammoth, impersonal mutual fund. As Private Financial Advisors, our only incentive is to grow your assets!
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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.
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