Growth Fund

Legacy is extending its proven investment process to a new fund vehicle, providing accredited investors with a more active investment alternative. Our fund employs both long and short positions, uses leverage and derivatives, and is less dependent on market direction than other long-only investments.

Legacy is offering this alternative format to help select investors capture additional market returns with lower volatility in both rising and falling markets. With our fund, our goal is to take advantage of market inefficiencies while sticking to our sound investment principle.

As a result, clients gain access to an alternative asset through their same trusted advisor — Legacy.