Investment Management
Investment management services at Legacy Trust are specifically designed for those seeking to delegate the management and oversight of financial assets to full-time professionals with the tools and resources necessary to successfully attain long-term financial goals.
Faced with an abundance of options, serious investors are not only raising the bar on service expectations, but are increasingly turning to providers, like Legacy Trust, where structural conflicts of interest have been removed from the management process.
Portfolio Design
Legacy Trust believes that investment solutions must be custom crafted to each client’s unique circumstance, yet governed by a business that understands the benefits of disciplined diversification paired with objectivity and flexibility when implemented.
Individual investment policies are developed to govern the asset allocation decision after a thorough review of the client’s goals, financial position and risk attitudes has been completed.
The common thread among all Legacy investment recommendations is the quest to continuously improve portfolio efficiency—maximizing return potential while lowering overall risk.
Asset Management
Asset management is delivered in the form of either no-load mutual funds or separate account management programs. In addition to our own internal management capability for portfolios of individual equities and bonds, Legacy Trust can identify for its clients premier third-party asset management firms that fill specialized asset classes, such as small cap and foreign equities 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), active security management, and income tax sensitivity.
Consolidated Reporting
Legacy Trust understands the importance of effective and timely communication of investment performance. Utilizing state-of-the-art technology, Legacy Trust fashions customized relationship summary reports that present individual and consolidated investment results for all client-related accounts. Typical reports are sufficiently detailed to accommodate the most complex investment management relationship, yet simplified in format to be succinct and easy to read.