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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
Address:
1891 Georgetown Road
Hudson, OH 44236
Phone:
330-655-7051
Fax/Other:
330 655 8921
E-mail address: [email protected]

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?

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.

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