What defines a Legacy Strategic Asset Management client?
Since 1987, Legacy Strategic Asset Management's process has been rooted in diversification and asset allocation and our long-term success is driven by the discipline to stick to our process. As a result, our clients include many of the most successful and respected institutions, corporations, individuals and families in Northeast Ohio and the Midwest, including:
- Defined Benefit Plans
- Defined Contribution Plans
- Family Offices
- Healthcare Organizations
- Higher Education
- High-Net Worth Individuals & Families
- Operating Funds/Cash Management/Working Capital
- Private Education
- Religious Organizations
- Self-Insurance Trusts
How may we help you with your unique goals, expectations, concerns, and priorities?