About Us - Why Legacy

Legacy — A Seasoned, Disciplined Team
Legacy has spent the last several decades helping institutional and private wealth clients develop exceptional investment processes that help them achieve their desired results. Our extensive experience working with associations, endowments, foundations, families, hospitals and retirement plan sponsors has helped our clients at each stage of the investment process, from policy to implementation to ongoing monitoring and reporting.

  • We have more than 125 years combined investment experience to help you weather all market cycles.
  • We are a team of specialists uniquely qualified to provide solutions to your specific needs. Utilizing a team approach, we are able to bring multiple perspectives to your investment strategies.
  • We strive to build long-term relationships, as shown by our extremely high client retention rate.
  • Each client receives the attention and service of a boutique practice backed by the size and scope of a large, multinational firm.
  • With more than $5 billion in assets under advisement, Legacy has knowledge and experience consulting to investment programs like yours.
  • We work with a limited number of clients, so we are able to customize our approach and devote ourselves to your specific needs.