Let our experience work for you.
With over $8.6 billion of assets as of December 31, 2022**, Legacy Strategic Asset Management works with many of the most respected institutions, corporations, and high-net-worth individuals and families in Northeast Ohio and the Midwest. In 2017, 2018, 2019, 2020, 2021, 2022 & 2023, Legacy Asset Management was recognized by Barron's, the world's premier investing publication, as:
Recognized in the 2017, 2018, 2019, 2020, 2021, 2022 & 2023 Barron's Top 100 Institutional Consultant list*
Unlike firms that seek to pigeon-hole you into a predetermined silo, we genuinely listen in an effort to understand your unique goals, expectations, concerns, and priorities. Then we develop an exclusive strategy aligned with those goals.
OUR STRATEGIC SERVICES
Institutional Consulting Services
Legacy Strategic Asset Management's Institutional Consulting Services help foundations, endowments, corporations, healthcare organizations, and educational institutions navigate the complex world of fiduciary responsibility.
What exactly do we do for them?
Our full-service practice offers everything from fiduciary education and oversight to investment and spending policy development and compliance—and from asset allocation modeling and risk posture assessment to regulatory updates, global manager research and risk management. In other words... our goal is to help you meet your investment objectives while managing risk.
Retirement Plan Consulting Services
When you are a trustee or serve on an investment committee of a qualified plan governed by the Employee Retirement Income Security Act (ERISA), you are considered a fidicuary and accept responsiblity to preserve the assets entrusted to you on behalf of the plan participants and the beneficaries you represent.
Our goal through our Retirement Plan Consulting Services is to help you navigate your fidicuary obligation to those participants you represent.
Private Wealth Consulting Services
At Legacy Asset Management, we offer a comparable suite of services to high-net-worth individuals and families with our Private Wealth Consulting Services, including family wealth planning and education, asset allocation and diversifying studies, comprehensive performance evaluation, trust, tax and fee coordination—and much more.
Please explore what we have to offer, then give us a call.
OUR TEAM & RESOURCES
With 17 years average client tenure and 22 average years of industry experience, the Legacy Strategic Asset Management team is experienced and dedicated to building genuine, trusting relationships.
Over our 35 years of serving clients, we are fortunate to have been recognized by several national and regional publications, including Wall Street Journal, Barron’s, the National Association of Plan Advisors, Crain’s Cleveland and more.
Combining the powerful resources of Wells Fargo with the local experience of Legacy Strategic Asset Management allows us to serve our over 70 institutions and over 100 high-net-worth clients with local service and global expertise.
**Total assets under advisement as of December 31, 2021