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Legacy Strategic Asset Management
1891 Georgetown Road
Hudson, OH 44236
330 655 8921
E-mail address: [email protected]

Institutional Consulting

Services for successful foundations, corporations, complex systems, and institutions

Many institutions have significant assets that require disciplined management, including foundations, endowments, corporations, healthcare systems, and educational institutions. At Legacy Strategic Asset Management, we work directly with CEOs, CFOs, boards of directors, investment and finance committees and many others who have been entrusted with critical fiduciary responsibilities.

Our Institutional Consulting services include:

  • Fiduciary Education and Oversight
  • Investment and Spending Policy Development and Compliance
  • Custom Portfolio Construction
  • Asset Allocation Analysis and Implementation
  • Risk Posture Assessment
  • Manager Research
  • Quarterly Meeting Attendance
  • Performance Evaluation and Reporting
  • Annual Comprehensive Fee Analysis
  • Investment Manager Search and Vendor Reviews
  • Regulatory Updates
  • Trust and Custody Services
  • Benchmark Studies
  • Open Architecture Platform
  • ESG/SRI integration
  • Endowment fundraising support

Our team serves every institutional client with a team approach: two consultants, a client services representative and an analyst. There is comfort in having multiple levels of support.

Contact us now to discover the peace of mind that comes with Legacy Strategic Asset Management.

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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