Legacy is a fee only, independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.
We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience.
We do not believe in traditional active investment management practices such as stock picking and market timing.
For Legacy's most recent articles and commentaries visit our Blog - Click Here
Now Available Eric Burkholder's annual newsletter "Predictably Unpredictable"...Read More
Now Available! Randy Cloud's semi-annual newsletter "The Successful Investor" ... Read More
Legacy hires Eric Burkholder to the position of Portfolio Manager ....