Institutional Services
Institutional services at Legacy Trust are designed to support the deep spirit of philanthropy in Michigan. Our Institutional Services, for non-profits and foundations include:
Investment Policy Development
Legacy Trust believes that the cornerstone of success begins with a well defined investment policy. Objectives, time horizon, spending policy and risk tolerance are all considered in this critical phase.
The common thread among all Legacy investment recommendations is the quest to continuously improve portfolio efficiency—maximizing return potential while lowering overall risk.
Portfolio Design
Design begins with proper asset allocation which incorporates both strategic and tactical implications. In addition to our own internal management capability for portfolios of individual equities and bonds, Legacy Trust selects premier third-party asset management firms that manage specialized asset classes including emerging markets, small cap and appropriate alternative investments. These firms not only bring an additional depth of talent and resources, but have historically demonstrated discipline and superior performance within their defined investment strategy.
Legacy Trust effectively combines the experience of its own investment professionals with these top-tier firms to produce sophisticated portfolio structures designed around diversification (market capitalization and investment style) and active security management.
Investment Monitoring & Reporting
Legacy Trust understands the importance of effective and timely communication of investment performance. Utilizing state-of-the-art technology, Legacy Trust provides customized performance reporting, frequent manager review and due diligence.