LegacyPortfolios provides premium portfolio managed account services tailored specifically to your needs. Whether you are looking to invest in a conservative fund with a very low drawdown or an aggressive one with higher drawdown levels, Legacy Portfolios has the right investment option for you.
Our service is simple. We provide you, the investor, with an investment plan specially tailored to your investment requirements. From there on, our unique and powerful algorithms trade your funds.
What We Are Expert At
Our investment opportunities are driven by the extensive expertise of our team.
We advice both individual and institutional investors. Over the last 7 years, our advisory performance has been significantly ahead of market return. We adapt the highest standards of risk management and apply both fundamental and technical analysis to structure products of the highest calibre with absolute transparency.
What We Do
Benefits Of Financial Planning
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your childs education, planning for your retirement or estate planning. We help you to work out on where you are now, what you may need in the future and what you must do to reach your goal by the process that involves gathering relevant financial information, setting financial goals, examining your current financial status and coming up with a strategy for a plan on how you can meet with your goals, and map the gap.
You want to engage the services of a qualified professional and ensure quality advice.
You save money when you avoid making wrong investment decisions.
Financial plan precedes any advice on products and to that extent, is completely unbiased.
You put your trust in the hands of an expert and your mind at ease.
Our approach to financial planning is simple and straightforward. However, it is also important that you fully understand our consultative process and our step by step approach.
This is the first stage of our interaction. It involves evaluating your current situation which includes cash flow analysis, calculating your net worth, reviewing your insurance coverage for life, disability, home, auto, health etc.
We then go about clearly establishing the objectives of the financial plan so that, several goals can be balanced. The goals could be short, medium or long-term and could include childs education, marriage, your retirement etc.
We then work out a clear strategy in line with your objectives and risk tolerance. Drawing up a winning asset allocation so that your financial goals are met is fundamental to a successful plan.
We will assist you in the process of implementing the plan by suggesting the optimal mix of products and services that are essential for the success of the plan.
Once the plan is implemented we will monitor the progress on an on-going basis. We will periodically report the progress and measure the results achieved the plan.
Financial planning is a dynamic process. We will annually review the plan and progress made, to see if any modifications are required due to changes like inheritance, change in job status, birth or death in the family etc.