Fall Skyline Legacy Strategic asset management of wells fargo advisors photography by Shane Wynn

Our Clients

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:

Corporations
Defined Benefit Plans
Defined Contribution Plans
Family Offices
Foundations
Endowments
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?

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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: wellsfargoadvisors.com/social.

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