Investment Advisory and Brokerage Services

Giving you greater confidence

The Legacy Trust Investments, Inc., Private Client Investments Group brings dedicated market expertise required to help define your investment goals and develop a long-term strategy to persue working toward them. Sound asset allocation, diversification and financial discipline are cornerstones of our investment philosophy.

Legacy Trust Weatlh Management

• Product Knowledge:

  Our experienced team understands the complex and time-consuming parameters surrounding investment transactions such as the exercise of employee stock options or those related to restricted and control stock.

• Priority Support:

  We are committed to ensuring service continuity and access to investment professionals dedicated to helping you.

• Dedicated Team:

  Our local team responds with a hands-on approach to assist you with all facets of portfolio structure, implementation, and ensure competitive pricing.

• Proactive Status Updates:

  We keep you up-to-date regarding the status of any transactions processed in your accounts and provide timely reporting.

• Alternative Strategies:

  We understand the changing needs of investors which drives our continual effort to deliver the latest innovations to our clients. We make available alternative investments to complement your total investment needs.

LPL Registered Investment Advisory Services

• The Legacy Trust Wealth Managmeent group believes that asset allocation is the most important factor in generating returns. Asset allocation does not ensure a profit or protect against loss.
• We offer a managed account with dynamic allocation using active third party managed and passive investments.
• Our access to a diversified platform, products and services offer strategies to work toward meeting individual goals and objectives.

Additional Services

• Equities
• Fixed Income
• Mutual Funds
• Money Markets
• Retirement Accounts
• Insurance Solutions