Why Choose Legacy?

We understand that choosing a wealth management firm is a major decision — one that can have a tremendous impact on results. Legacy is committed to the long-term success of each client and takes a holistic approach in managing their wealth.

Legacy clients benefit from our strong investment performance and responsive, competent team of professionals. We alleviate the responsibilities of managing wealth to help clients realize their lifestyle expectations and focus on other important interests.

Trusted advisor
First and foremost, our clients define our goals. Because we are entrusted with full discretionary authority over the assets we manage, we are bound by a fiduciary duty to act in our clients' best interest. The fiduciary duty is the highest standard of care in the financial services industry, more stringent than that of many other financial advisors. We work closely with each client and their other advisors to ensure a comprehensive wealth management solution — and peace of mind. If it's not a core area of our expertise, we'll refer other highly trusted professionals with the same standards and values to meet the specific need.

Superior service
Our hallmark is personalized, proactive service. We keep relationships intimate to quickly and accurately address their individual needs. Accessibility to each team member enables clients to benefit from our collective experience and expertise. We handle all the details associated with wealth management, so clients don't have to. Our long-standing team — with virtually zero staff turnover since Legacy's inception — ensures consistent and dependable service.

Focused, disciplined process
Legacy's priority is to preserve our clients' capital and grow it responsibly. We employ a disciplined investment process designed to consistently outperform benchmarks while controlling risk and volatility. Applying strict valuation and buy disciplines to our investment decisions, we carefully review each security to ensure it meets our stringent criteria — and most importantly, our clients' goals. Furthermore, we construct client portfolios using only individual stock, bond, and money market securities to ensure the highest level of customization and transparency.

Proven performance
Client portfolios are managed by Legacy's highly qualified and experienced team of investment professionals, committed to providing superior returns. As a fee-only firm we accept no commissions on the sale of financial products, and therefore maintain independence and objectivity in our investment decisions. Over the course of our history, this approach has rewarded our clients with consistently strong performance.

Innovation
At Legacy, we apply secure, robust, leading-edge technology across the entire business. Our sophisticated research tools, technology typically associated with larger firms, deliver timely, accurate information to support our investment process and generate consistent portfolio performance. Clients also enjoy comprehensive, customized reporting and frequent communication.

Business transparency
Our business is one of trust. To that end, we offer complete business transparency while protecting the privacy of each client. Because clients entrust us with their wealth, we believe they are entitled to know how we are working for them — whether it's our research process, trade decisions, performance calculation, or anything else. With Legacy, there are no surprises.

High value, low risk
When you add it all up, Legacy offers high value service and performance with minimal risk and worry. We recognize the complexities and embrace the responsibilities associated with wealth management, so that clients can sleep well at night knowing their "legacy" is in good hands.

As a trusted advisor, we hold ourselves to the highest standards of professionalism and ethics. Click here to view our Code of Ethics and SEC Registration Statement