Institutional Consulting - Scope of Services

Legacy will meet with each client on a quarterly basis and provide customized investment performance reporting and overall review. Additionally, Legacy offers each client the following services:

  • Investment Policy Statement development and review
  • Investment risk posture assessment
  • Asset allocation modeling and studies
  • Asset liability analysis
  • Investment plan development and review
  • Alternative investment consulting and implementation
  • Fiduciary education and review
  • Spending policy analysis
  • Fee analysis and negotiation
  • Investment plan risk analysis
  • Vendor review and searches
  • Investment manager searches
  • Trustee education
  • Peer group benchmark analysis