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Financial Planning

With the goal of building diversified portfolios, Legacy utilizes both active and passive investments to combine and balance broad market exposure and manager expertise.  Cost is an important factor that Legacy considers in its due diligence process.  When utilizing mutual funds, Legacy often selects institutional class shares with lower expenses that are not often available to the retail investor.  In cases where broad exposure is the goal, Legacy will utilize Exchange-Traded Funds (ETFs) which have minimal expenses and little or no transaction fees.  To meet the fixed income needs of some of our clients, Legacy utilizes a bond manager allowing for the ownership of individual bonds in client accounts.