Resources - Implementation

  • Legacy Strategic Asset Management will provide a step-by-step timeline and plan of action.
  • Legacy Strategic Asset Management will assist our clients with letters of instruction for managers and custodians.
  • Legacy Strategic Asset Management will help negotiate management fees and custody fees.
  • Legacy Strategic Asset Management will ensure managers have all the information necessary, including the IPs, to implement their mandates.
  • Legacy Strategic Asset Management will reconcile with the custodian to ensure our client's instructions are implemented in a timely fashion.