A complete list of active advisors currently associated with Legacy Investment Advisors, LLC
Warmer can help you find a great advisor at Legacy Investment Advisors, LLC or one who fits your needs even better.
Legacy provides discretionary portfolio management to both institutional and non‑institutional clients, including pension clients, and serves as a fiduciary to defined contribution plans. It also offers separate account management, SMA and sub‑advisory arrangements for other registered investment advisers, and provides financial planning on a fixed or hourly basis. The firm’s investment approach emphasizes long‑term, disciplined, systematic processes driven primarily by top‑down global macro quantitative analysis complemented by fundamental research, applied across broadly diversified global macro asset allocation strategies. Legacy actively manages portfolios to balance risk and return, documents client objectives in Investment Policy Statements, and conducts regular reviews with quarterly reporting and performance attribution. Notable aspects of Legacy’s practice include its affiliation with Sturdivant & Co., Inc., an affiliated broker‑dealer that provides execution and research and for which some Legacy advisers are also registered representatives, a relationship the brochure addresses with specific policies to mitigate conflicts. The firm’s focus on institutional pension/plan relationships — client types that are relatively uncommon among peers — and its stated policy of not accepting performance‑based fees are also highlighted in the brochure.
To learn more about the advisors currently working at Legacy Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Voorhees, NJ
| 39
| |
Voorhees, NJ
| 24
| |
Voorhees, NJ
| 40
|
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