Investment success requires time, not timing. This is why Legacy Wealth Management thinks long-term in our investment strategies, and isn't distracted by passing fluctuations or fads in portfolio management.
Time spent with each client allows us to understand their specific investment circumstances and objectives, along with their tolerance for risk. Based on this information, we create a detailed investment plan which is (1) based on their specific long-term goals and (2) is sufficiently flexible to adapt to changing life events and capital market conditions.
The result: portfolios are highly customized and specifically aligned with the needs of each client, balancing risks vs. performance, debt vs. equity, domestic vs. international, growth vs. safety and more.
How do we ensure our recommended investment strategies are sound?
Our team expends the necessary efforts, during due diligence, to uncover every possible detail of clients' potential investments. We travel to their locations, look the portfolio managers in the eye, utilize several 3rd party due diligence agencies, and network with other due diligence officers. Generally this process takes several months as we evaluate past performance, the financials, and have discussions with multiple department heads. Other than for a few exceptions, at least one of our advisors has their money invested alongside yours. We dig deeper than is expected of us, until all our advisors achieve complete satisfaction. Not everybody does what we do.
Legacy Wealth Management, LLC is a registered investment advisor with the States of Arizona, Florida, Idaho, Maryland, Michigan, Texas, Utah and Washington. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management's marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. The links on our webpages are believed to be reliable; however, we cannot guarantee their accuracy. By clicking on a link, you understand that you may be leaving this site. The information presented on linked websites is for informational uses only. Any opinions or recommendations expressed therein are solely those of the third party information providers and are not the opinions or recommendations of Legacy Wealth Management. No endorsement of third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. Therefore, your use of this site is provided on an "AS IS" basis, without any warranty of any kind. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non-infringement.