Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. Since the beginning in the year 2000, we have been focused on providing a Successful Investment Experience through building broadly diversified global portfolios. Our firm was born in what proved to be one of the most vo
latile market downturns from 2000 through 2002 as well as marking the beginning of the most volatile ten year market period in recorded history. At the time, we were one of the earliest advisory firms to employ the DFA Funds in its portfolios. We believe in the value created by the free markets and see the markets as our friend rather than our enemy. One of the keys to our success has been the fundamental conviction to operate as a fee only Registered Investment Advisor. We do not receive commissions from any third party mutual fund family or financial institution. Consequently, our clients understand clearly their best interest is first. In recent years, we have been fortunate to add valuable members to our team. Our commitment to excellence has motivated us to continuously improve our information systems. We start each day with one goal in mind and this is to provide a Successful Investment Experience to our clients.
