- First, we begin by listening to your priorities, your concerns, your values and your goals.
- Once we understand where you’re headed, together we gather all necessary data related to your plans.
- Then, Legacy analyzes and evaluates your current situation and how various internal and external factors might impact your progress and goals.
- Together with your vision and related data, Legacy Capital Partners prepares strategies specific to meeting your goals. We welcome the opportunity to work with your other advisors such as accountants and attorneys to promote unity in your planning.
- After we’ve presented our recommendations and rationale to you – and have received your approval – we begin implementing the approved strategies and investing your money.
- Throughout it all, Legacy Capital Partners stays by your side and communicates frequently with you. As changes in your life occur, together we re-visit your plan to make necessary modifications.
Click on the below links to learn more about our services:
Investment Services
Investment Services
At Legacy Capital Partners, we believe wholeheartedly in an investment philosophy and approach that strives to achieve the highest returns for the least possible risk. Our investment strategies are based upon the belief that a continuously managed portfolio of individual securities can earn a superior return on capital through market upswings and downturns, without placing undue risk on the capital base.
While recognizing the importance of portfolio diversification, our use of individual securities avoids the costly duplication and lack of tax control in mutual funds.
When buying stocks, Legacy looks for value. The companies selected also must demonstrate outstanding growth potential, financial strength, a proven management staff, and a product or service with a constant market or a dominant leadership position in its field. We review the price of stocks on a daily basis, and at all times, we are careful to limit a portfolio’s portion of stocks to the client’s predetermined level of volatility.
When buying bonds, Legacy looks to provide a reliable and dependable stream of income concentrating on preservation of capital within the context of total return. Whether government, corporate or municipal bonds are used, they must match our client’s objectives and have minimal risk when compared to the market’s expected returns. Utilizing credit research, sector analysis and interest-rate forecasting, we maintain a high degree of quality and liquidity in our fixed income investments so they may provide a source of funds for other investment alternatives.
Our approach yields a desirable return while reducing the volatility a passively invested (indexed) portfolio experiences. By considering your individual constraints such as your tax status and the time horizons of your goals, Legacy Capital Partners provides a customized portfolio that just can’t be matched by even actively-managed mutual funds.
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