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Legacy Strategic Asset Management

Fall Skyline Legacy Strategic asset management of wells fargo advisors photography by Shane Wynn
Legacy Strategic Asset Management
1891 Georgetown Road
Hudson, OH 44236
330 655 8921
E-mail address: [email protected]

Institutional Consulting

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, Board 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
  • Meeting Attendance
  • Customized Performance Monitoring and Reporting
  • Annual Comprehensive Fee Analysis
  • Investment Manager Search and Vendor Reviews
  • Regulatory Updates
  • Trust and Custody Services
  • Benchmarking Studies
  • Open Architecture Platform

Our team serves every institutional client with a team approach: two consultants, a client service representative and an analyst. There is comfort in having multiple levels of support. Trustees can feel comfort in hiring a nationally-recognized team in Wall Street Journal Barron’s Top 100 Institutional Consultants (2017, 2018, 2019, 2020, 2021 & 2022) for our work in serving institutional investors.*

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


* The Barron’s Top 100 Institutional Consultants rankings are evaluated on a range of factors for the Financial Advisor and their team including institutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant’s team. Also considered were the advanced professional designations and accomplishments represented on the team. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA). 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms:

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