Institutional Consulting - Clients Served

To ensure our clients receive unmatched service, Legacy limits the number of clients we will work with at any one time. We seek long-term consulting relationships where a business friendship will develop.

  • Endowments
  • Foundations
  • Hospitals
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Operating Funds/Cash Management
  • Self Insurance Trust
  • Universities and Colleges
  • Private Schools
  • Corporations
  • Religious Organizations