Institutional Consulting - How We Work

As full retainer consultants, Legacy helps to guide Fiduciaries through every phase of the institutional investment process. We meet with our clients on a quarterly basis helping them to develop investment policies, investment strategies and portfolio performance reporting standards.

 

A Sample Quarterly Meeting Agenda Would Include:

  • Market and Economic Overview
  • Comprehensive Performance Review
  • Asset Allocation Update and Review
  • Investment Recommendation
  • Education Topic
  • Provide Guidance on Fiduciary Review Topics (each done annually)
    • Fiduciary Process Review
    • Comprehensive Fee Review
    • Investment Policy Review
    • Legislative Update

 

Every Legacy client benefits from a "Team Approach" and is assigned a lead consultant as well as a co-lead who will attend every quarterly meeting. Additionally, every Legacy client is assigned a dedicated analyst who will be familiar with every aspect of your account.