At Legacy, we appreciate the trust our clients bestow upon us. Our mission is to help you attain your financial goals, while protecting your assets so you can spend more time on the things that matter to you.
As a Registered Investment Advisor, we uphold ourselves to the highest standards. As a fiduciary, we put your interest above all else when making recommendations.
Our model-based investment approach provides customization of your portfolio based on your appetite for risk, while affording us the capability to quickly adjust portfolios as necessary or upon request. We build models based on the current market climate, and how we anticipate the market environments changing. We continually monitor conditions and adjust our portfolios throughout the year in order to take advantage of the current financial outlook. We strongly believe in diversification, and incorporate bonds and alternative investments into our portfolios with a goal of positive risk-adjusted returns.
At each meeting we’ll review your investments with you to evaluate performance, discuss any recommended changes and ensure you are comfortable with how your investments are managed.
Available Investment Vehicles include: