Our Process

Although Legacy Strategic Asset Management offers the high-touch benefits of a local, boutique firm, we know that the world is far bigger than Lake Erie, the Midwest or even the United States. Our affiliation with Wells Fargo Advisors gives us an intense global perspective, including constant access to the Wells Fargo Investment Institute (WFII) and its more than 240 experienced investment professionals focused on all aspects of Global Investment Strategy, Global Manager Research, Global Alternative Investments and Global Portfolio Management. See more about our resources.

While our approach to asset management is proprietary and each client's exclusive strategy is confidential, it isn't difficult to get a basic understanding of how we do what we do. All you have to do is look at what we believe, which hasn't changed fundamentally since our founding in 1987:

STATEMENT OF BELIEFS

Today's complex financial markets present particular challenges for fiduciaries and institutional investors—including foundations, pension plans, and institutions—as well as high-net-worth individuals and families. Meeting these challenges requires knowledge experience and discipline. At Legacy Strategic Asset Management, we believe:

Fiduciary Standards are Critical to Investment Process
Disciplines Must be in Place and Followed
Investment Policy Must Govern Investment Decisions
Strategic Allocation is Preferred over Tactical Asset Allocation (Market Timing)
Global Thinking vs. Domestic Only
Reversion to Mean and Understanding Investment Cycles
Team Approach Preferred over Individual Decision Making
Both Active & Passive Management Have Their Place
All Asset Classes Should Be Considered
Risk is Controlled by Diversification of Asset Classes
Preservation of Capital in Downturns is Critical

Contact us now to learn whether Legacy Strategic Asset Management's proprietary process is right for you, your family or your organization.

* Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Global Investment Strategy, Global Manager Research, Global Portfolio Management, and Global Alternative Investments are divisions of Wells Fargo Investment Institute, Inc. (WFII). WFII is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. GPM provides model investment advice based upon the universe of products researched by Global Manager Research (GMR) and asset allocation advice provided by Global Investment Strategy (GIS). Both GMR and GIS are affiliated divisions of Wells Fargo Investment Institute. GMR may provide research analysis for Wells Fargo affiliated mutual funds, private funds and other products, which may also be advised by WFII or a Wells Fargo affiliate (Wells Fargo). The analysis utilizes the same processes and scrutiny as for non-affiliated products and WFII is committed to providing research that is fair and unbiased, but a conflict may arise as Wells Fargo may benefit from a favorable recommendation for an affiliated product. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions and estimates are as of a certain date and subject to change without notice. WFII is responsible for providing model portfolio recommendations to Wells Fargo Advisors. Portfolios are managed on a fully discretionary basis by Wells Fargo Advisors in accordance with the model portfolio guidelines provided by WFII.