Investment Planning - Legacy-Advisors

Investment
Planning

Your
Investment Plan

Every asset must have a purpose

Building a portfolio is not like collecting stamps. Each asset plays an important complementary role within your total portfolio. Understanding each “ingredient’s” specific contribution to the risk, return, liquidity and tax profile within your financial picture is critical. By combining the skills and insights of our planning experts with our investment experts, we are empowered to bring a unique approach to designing tax efficient investment solutions across multiple complex structures.

Our
Role

We match up your assets with your lifetime objectives

By combining the skills and insights of our planning and investment experts, the combined approach empowers us to design tax efficient investment solutions across multiple complex structures to meet your objectives. We find when investors clearly understand their investment plan, they are more willing to stay on strategy and less likely to make potentially harmful emotional decisions based on headlines, market fluctuations or economic downturns.

Action
Plan

We sit on the same side of the table with our clients providing independent, objective advice and are held to the highest standard in a fiduciary capacity. We hold ourselves accountable for achieving the desired results and maximizing the probability of achieving goals. While we cannot control the financial markets, there are certain levers we can pull to help control the range of possible portfolio outcomes. The endgame is a focus on the diversification of unique investment insights that offer complementary risk and return exposures and behavior.