Portfolio creationWe start by preparing your investment mandate, followed by the construction of your portfolio. Our ﬁnancial planning and aggregated ﬁnancial services ensure seamless execution, review and monitoring of your investments.
ReviewReviewing the performance of the investments made is as critical as making those investments. Thus, our team of specialists chalks out a systematic calendar to review asset allocations, portfolio performance, risk control metrics and leakage points.
ReportingKeeping you in the know is one of our foremost priorities. That’s why, every step of your journey with us is recorded and reported in a comprehensive yet simpliﬁed format - be it asset registers, portfolio updates or review reports.
TechnologyAll these stages of our relationships with you are simpliﬁed through technology enabled accessibility. At Legacy, we pride ourselves on harnessing the latest ﬁnancial technology to improve value for our customers. From social and mobile-enabled investment applications to comprehensive web portals and convenient contact mechanisms, we strive for constant innovation to improve the client experience.
Copyright © 2018 | All Rights Reserved Legacy Wealth Management