investment management is the core of our services.  Our team of wealth managers and 3rd party advisors have extensive experience managing investments in both bull and bear markets.  We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio. 

Our investment process focuses on cost-effective, after-tax results, recognizing the only performance that matters is the kind that a client actually receives.

We are not married to any particular fund company, investment manager, or investment gimmick.  Nor will we ever recommend chasing returns based on past performance, or betting on the next “hot stock tip”.  Rather, we focus on searching for and utilizing “best-in-class” investment vehicles when it comes to cost and efficiency for every component of our client’s portfolios.

While we partner with you and value your input, Legacy manages investments on a mostly discretionary basis, meaning that after we have set up your portfolio, we make investment decisions on your behalf.  That doesn’t mean we invest wherever we want, rather we invest according to your investment profile so your portfolio remains a reflection of you.