LEONARD MARTIN & ASSOCIATES, INC.

Overview

Leonard Martin & Associates, Inc. operates primarily as an insurance broker and as a selector of other advisers rather than a traditional asset-management boutique. The firm is individually owned and classified as a capital allocator, which indicates it places client capital into third-party vehicles and insurance products rather than building large in-house investment platforms. The firm's stated fee structure is “other,” consistent with an insurance-centric model that can include commissions, premium-based fees or referral arrangements. Leonard Martin & Associates, Inc. does not identify as an active ESG investor and is registered to operate in a single state. Investment activity is concentrated on packaged products—annuity contracts and mutual funds—used to deliver retirement income solutions, asset allocation exposure and distribution-based compensation. Given the selection-of-other-advisers role, the firm likely routes more complex or institutional allocations to outside managers instead of running them internally.

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Location & Offices