Investment Selection / Monitoring

Through proprietary research and industry expertise, Legacy will ensure that the best possible investment menu is selected and frequently monitored.  By sitting at the same side of the table as our clients, we are able to provide objective advice, act solely in our client’s best interests and are held to the highest regulatory standard in a fiduciary capacity.  Legacy will provide...

  • Quarterly Investment Reporting
    • Investment Scorecard Review, Market Commentary, Economic Overview
  • Plan Asset Allocation Report
  • Fee Summary