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.
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Now Available! Randy Cloud's semi-annual newsletter "The Successful Investor"...Read More
Like Gold? Better think twice. Legacy Partner, Randy Cloud, takes a retrospective look at the true performance of Gold over the past 20 years and why Gold may not be such a "safe" bet in his latest article "The Case Against Gold."...Read More
Now Available Eric Burkholder's annual newsletter "Predictably Unpredictable"...Read More
Now Available! Randy Cloud's semi-annual newsletter "The Successful Investor" ... Read More