In Perspectives

Welcome to the Legacy Trust website. The launch of this new website coincides with the 10 year anniversary of Legacy Trust. For those who have frequented our website over the past five years, you may have noted the winter image of the skier’s victory pose atop the snowy mountaintop. Given the extraordinary winter we have experienced, I find it appropriate to now be casting this image aside and replacing with new indoor images that represent the quality of our company and service team.
We had three objectives when setting out to redesign the site.

  1. Create a means to demonstrate the depth of knowledge of our team
  2. Appropriately reflect the brand, personality and culture of our firm
  3. Be downright innovative – breaking away from the uniform formats and bland content found on most advisor websites.

The site has been built with responsive design, automatically adjusting its presentation to your browser, whether it’s on a smartphone, tablet or laptop. We want it to be easy for you to connect with us, even when you’re on the go.

I can’t help but put in a plug for the firm that designed our site. The crackerjack team at Highland Group has done an outstanding job of understanding the underlying dynamics of our industry, our unique business model and the important cultural attributes of Legacy Trust.

We are launching a blog to showcase our perspectives, company news and community involvement. I invite you to visit our blog on a regular basis to gain insight from our team members on a host of investment, fiduciary and wealth planning topics. Once a week, you can expect timely market commentary or interesting insights into wealth planning strategies.

In keeping with our commitment to giving back to the community, the Legacy Trust team has pledged to volunteer at least 150 hours over the course of our 10th anniversary year. On the blog, you will be able to follow the progress of our signature Legacy Trust Award Collection, our annual art competition open to adult artists with disabilities. In addition, you will likely find us posting our many volunteer engagements with non-profit organizations like the Grand Rapids Symphony, Kids Food Basket, Ronald McDonald House of West Michigan, Gilda’s Club and Family Promise. An additional community service will be the inclusion of a monthly blog highlighting some of the best hamburgers our staff has discovered throughout West Michigan.

Yes, hamburgers.

I invite you to share your impressions of the website or feedback on any future commentary posted on our blog by emailing me. And yes, suggestions on great hamburger joints for us to visit are always welcome.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

×
USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

×
You are leaving the Legacy Trust website

Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.

×