Registered investment advisor e&o insurance

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Providing administrative support including work flow organization, travel arrangements and meeting coordination. Supporting Legacy’s technology infrastructure including software programming, systems processing and business information management. Supporting specific areas within Legacy including accounting, financial analysis, business information management and compliance. Providing policy analysis support and expertise to properly implement client objectives. Providing the long-term vision to help crystallize objectives and direct relationships within Legacy on a client’s behalf. Providing the development and management of day-to-day operations, human resource functions, accounting, technology and administrative support. Supporting specific areas within Legacy including workflow, compliance, technology development and human resources.

Providing portfolio management support and the expertise needed to fulfill a client’s objectives. Providing the expertise needed to fulfill investment management and strategic wealth planning objectives. Supporting specific areas within Legacy including underwriting, business processing and policy analysis. Providing the expert knowledge with respect to researching and analyzing Legacy’s investment management strategies. Managing all aspects of a plan internally and externally making sure everything is completed to satisfaction. Providing investment operations support and expertise to help manage and maintain our clients’ objectives.

Providing plan expertise and long-term vision for retirement plans sponsored by our clients. Providing the expert knowledge needed to analyze information to implement objectives properly. Supporting the Legacy team internally, handling the details day to day. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. Securities offered through M Holdings Securities, Inc.

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