Asset Allocation Strategy
At Leonhardi Investment Management, Inc., our goal is to offer clients a portfolio of mutual funds that have been optimally blended to provide low volatility while consistently achieving superior, absolute returns. We utilize proprietary screening methods to analyze thousands of mutual funds to derive an optimal combination of fund managers and asset allocation. Asset allocation (diversification among many asset classes) is the key to reducing risk in your portfolio. Superior manager selection is essential to enhancing portfolio returns.

We use a combination of quantitative measures and qualitative analysis to assemble a well-balanced portfolio of funds. The portfolios are then back-tested over the past three, five and ten years to ascertain if the allocation would have stood the test of time. From these tests, we develop client portfolios which have historically had low risk (in comparison to the benchmark S&P 500 index) and have met our absolute return goals.*

While focusing on risk management, our goal is to consistently achieve superior absolute returns for our clients.

We continually monitor the performance of the existing funds and work with discretion to maintain an appropriate allocation in every individual client portfolio. We rebalance when necessary to ensure the risk/return profile stays within our target parameters. In addition, we stay alert for potential new fund additions that may enhance the characteristics of client portfolios.



Client Services
• Offering clear, responsive communications with clients
• Providing quarterly performance reporting with account analysis
• Reporting annual statements of capital gains/loss
• Serving as liaison to your team of professional (CPA, Estate Planning Attorney, etc.)
• Minimizing tax consequences with proactive strategies