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Shawn M. Leonard

Shawn M. Leonard
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I became involved in portfolio and asset management on the Registered Investment Advisor platform, growing my private client’s portfolios to over $300 million at both Fidelity Investments and Schwab Institutional Investments. My team also successfully manages assets for a number of financial advisors on the Fidelity and Schwab seperate account platform.

My research-driven investment process includes both traditional fundamental analysis and quantitative metrics. I focus my efforts on identifying high quality investments whose financial strength and strategic vision provide maximum potential for long and short-term growth.

My goal is to give readers the tools they need to successfully manage thier ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Daily
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Retirement savings, Tech stocks
Garrison Asset Management Garrison Asset Management is an SEC-registered investment advisory firm that manages equity and fixed income portfolios for private investors across the nation. Our experienced team of Chartered Financial Analysts (CFA) will help you accumulate and preserve capital through disciplined, prudent investment ...More
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