Sophisticated Platform

While Legacy Wealth provides a very personal and highly customized approach to your planning needs as a boutique firm, you also benefit from our ownership in M Financial’s investment advisory firm, which manages over 50 billion dollars in assets.  We have leveraged our unique ownership structure to increase our offerings and develop strategic relationships with organizations to expand our capabilities. This allows us to have lower cost, highly sophisticated solutions for both institutional clients and high net worth individuals as their accredited investment fiduciary.

Through Legacy Wealth’s strategic partnerships, we utilize one of the largest platforms in the industry, which allows us access to over 1,200 Separately Managed Accounts of some of the premier managers in the country. This gives us a unique edge as it pertains not only to accessing the best managers, but also a high degree of objectivity in the ongoing management of your portfolio. These strategic alliances also allow us to embrace sophisticated solutions and research provided by approximately 25 CFA’s and research analysts. This collaboration allows us to provide comprehensive, unbiased due diligence on a broad spectrum of investment classes and vehicle types. This due diligence process has a proven track record of discovering and monitoring managers that consistently outperform their benchmarks on a risk adjusted basis, and provide the “best in class” portfolio solutions for you and your family.