Asset Management Philosophy
Asset Allocation: Legacy Trust considers asset allocation the foundation of a successful investment program. Customized asset allocations are developed for each individual client based upon the needs of the client, independent economic research, and asset class characteristics. In assisting with client portfolios, we consider the need for growth in income, diversification, risk tolerance, tax consequences, and long-term goals.
Growth Through Diversification: Our philosophy is that diversified growth is the key to preservation of wealth. Diversification is vital to minimize volatility and risk, while growth is necessary to recover the losses of wealth due to consumption, inflation, and taxes over a multigenerational time period.
Outside Investment Advisors: Our financial resources allow us to identify and hire premier money managers at favorable costs to our clients. Legacy’s first priority is to client performance, not Legacy Trust’s profitability.
Alternative Investments: We believe relationships of sufficient size with long-term horizons benefit from investments in private equity, real estate, venture capital and hedge funds.
Use of Client’s Existing Advisors: Clients often bring their existing investment advisors to Legacy. We have a long track record of maintaining and expanding those relationships.
Art provided from the private collections of Legacy clients.