Legacy Trust Investment Philosophy
We take the time to develop a deep understanding of your family’s goals, preferences and values before we design a custom investment plan that works for you. Based on your personal goals and objectives, we’ll craft a strategic asset allocation plan based on our long-term market outlook and build a thoughtfully designed portfolio to meet your needs.
We invest in high quality businesses with sustainable competitive advantages.
We source investment opportunities globally while maintaining a strategic tilt to U.S. allocations.
Tax + Cost Efficiency
We invest for the long-term, minimizing costly turnover and market timing.
We minimize allocations to opaque investment strategies that often carry high fees.
Invest Your Way
To provide you the best service, our investment process includes developing your individual Investment Policy Statement (IPS). The IPS provides your investment manager with a clear understanding of how to effectively allocate, invest, monitor and evaluate the assets in your portfolio.
An IPS typically includes:
- Your return objectives and risk tolerance
- Investment constraints including liquidity and income needs, capital appreciation needs, tax and legal considerations and any unique circumstances
- Strategic targets and tactical ranges for asset allocation
- Permitted asset classes and investment vehicles, diversification requirements and quality and maturity parameters