Investments - Legacy Financial Advisors

Creating A Better Way To Invest

As an independent fee-based advisory firm, we welcome conversations around asset allocation and as true financial planners; we enjoy marrying investment and financial planning. We learn from past experiences. We analyze situations. And most importantly, we take the time to educate our clients. Investments can be complex and our goal is to provide objective, unbiased insight and advice. With this in mind we want to identify four key areas we consider integral to our portfolio construction.

Diversification
Diversification
- Shouldn't construction methodology focus on managing risk and maintaining diversified?
- Shouldn’t portfolio allocations balance risk tolerance and risk capacity?
- Why not have both tactical and strategic allocations in a well-diversified portfolio?
- Doesn’t concentration risk serve to enhance and magnify both gains and losses?
Tactical
Tactical
- Can active and passive investments co-exist in a well-diversified portfolio?
- Can a tactical allocation be complementary to a long term buy and hold strategy?
- What if the best offense is a great defense to protect your nest egg from major declines in value?
- Markets can be complex – isn’t it important to have a team of dedicated professionals managing your money?
Liquid Alternatives
Liquid Alternatives
- Why have colleges, institutions, endowments, and high net worth individuals chosen to allocate to liquid alternatives?
- Has the emergence of liquid alternatives down played the importance of traditional equity and fixed income?
- Can liquid alternatives provide diversification through non-correlation and enhanced risk mitigation?
- Do liquid alternatives sound more compelling if they were cost effective, fully transparent, liquid, and offered with lower minimums and simplified tax reporting?
Risk
Risk
- How much risk should I be taking given my financial plan?
- Can you show me the impact of taking on more or less risk with my investments?
- How is risk defined and how can it be used beneficially in my investment portfolio?
- Why does the word “risk” have such a negative connotation?

Investing For Your Future

Creating A Better Way To Invest

Justin is ready to help take you to the next steps in the investment process at Legacy Financial.