LEGACY INVESTMENT STRATEGIES, LLC

Overview

Legacy Investment Strategies, LLC is an independent registered investment adviser that operates as both a capital allocator and a financial planning/portfolio management shop for individuals, families and some institutional clients. The firm combines advisory services with broker-dealer and insurance-broker capabilities, which shapes how it constructs client portfolios: a heavy reliance on publicly offered pooled products supplemented by insurance-wrapped solutions and targeted allocations to private real estate. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm also performs manager selection for clients when it outsources portions of the portfolio to third-party advisers. Investment preference leans toward diversified, manager-driven exposures rather than large direct equity bets. Legacy Investment Strategies favors mutual funds and other public pooled funds for core equity and fixed-income exposure, uses annuities and insurance products for certain liability or tax-efficient needs, and allocates to external real estate managers when seeking alternative return streams or income. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices