Institutional Consulting - Our Service Commitment

Legacy develops a strategic framework from which prudent investment decisions can be made. Our success with clients is built on a pledge to always:

  • Provide accurate and unbiased information that helps to improve the decision-making process
  • Strive to build long-term relationships and professional friendships with our clients
  • Place client’s interests before our own
  • Embrace integrity and honesty as the foundation of our business
  • Allot time for scheduled and unscheduled client meetings
  • Offer our clients personal contact and a live voice
  • Commit to continuing education and perfecting our financial consulting expertise
  • Focus on the number and size of our relationships to ensure exceptional service
  • Monitor financial markets for investment opportunities which strive to meet our clients’ investment goals