What is Strategic and Tactical Asset Realignment (STAR)?

Upon reviewing a client's financial profile, we can recommend an investment portfolio of mutual funds and fixed income investments tailored to your needs. Our goal is to choose investments for long-term holding periods. We offer to monitor client portfolios and periodically realign your assets.

The STAR program is designed to diversify investment assets among various financial asset classes. We typically review your portfolio's progress, investigate mutual fund management or style changes, and evaluate tactical investment strategies.

How to begin...
Now that you know something about Leonetti & Associates, LLC we’d like to get to know you and assist you with your investment plans. The best way to get started is by completing a Preliminary Questionnaire. Please download this .pdf file, print it out, complete it and return it today. Of course, if you have any questions or need any help with the Questionnaire, feel free to give us a call at 800-454-0999. We look forward to meeting you.

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Leonetti & Associates, LLC
1130 Lake Cook Road, Buffalo Grove, IL 60089
Telephone: 800-454-0999 Fax: 847 520-5475
Email: marketing@leonettiassoc.com

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