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Portfolio Management

Asset-Allocation Strategies

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Financial Planning

At Legacy, we will identify and apply an asset-allocation strategy that meets your particular needs.  We have the ability to design and manage investment portfolios with risk/return profiles that range from Very Conservative to Aggressive.  Our investment knowledge, outlook and expertise enable us to make necessary adjustments to your personal asset-allocation model to ensure that your investment portfolio will help you reach your current and long-term financial goals.