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Portfolio Management

Rigorous Investment Selection

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Financial Planning

Legacy’s Investment Committee oversees the direction of client investment portfolios.  The Committee is supported by our research team which employs a rigorous due-diligence process.   Initial and ongoing due-diligence includes but is not limited to meeting with the managers, investment composition and philosophy, risk measures, team (expertise and continuity) and process, manager tenure, expenses and performance.  Once the appropriate investment is vetted by the research team and approved by the Investment Committee, trading is implemented across our client base.  Our research team and Investment Committee then continue to monitor the investment on an ongoing basis.