Our Clients

What defines a Legacy Strategic Asset Management client?

Since 1987, Legacy Strategic Asset Management's process has been rooted in diversification and asset allocation and our long-term success is driven by the discipline to stick to our process. As a result, our clients include many of the most successful and respected institutions, corporations, individuals and families in Northeast Ohio and the Midwest, including:

  • Corporations
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Family Offices
  • Foundations
  • Endowments
  • Healthcare Organizations
  • Higher Education
  • High-Net Worth Individuals & Families
  • Operating Funds/Cash Management/Working Capital
  • Private Education
  • Religious Organizations
  • Self-Insurance Trusts

How may we help you with your unique goals, expectations, concerns, and priorities?

Institutional Consulting    |    Retirement Consulting Services    |     Private Wealth