Portfolio Management

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.