How We are Different
The investment team combines their experience in the industry with sophisticated technology in order to allocate portfolios in an attempt to take advantage of market opportunities.
Legend Advisory's investment management programs feature a dynamic, artificial intelligence-driven discipline that is based on a proactive analysis of various market variables. We consider this approach to be contrary to static allocation methodologies which are reactive, looking only at past performance to draw conclusions about the future.
Legend Advisory combines experience in the industry with sophisticated technology in order to proactively allocate portfolios in an attempt to take advantage of market opportunities.
Legend Advisory has provided asset management services to the investment community since 1978. Our history is rooted in the development of advisory services for retirement plans and we pioneered one of the first mutual fund asset allocation services.
We are home to qualified Financial Professionals who understand the importance of a forward-thinking approach to investing.
Years of research and development gave way to a technology that helps to determine the relative strength of specific asset classes. Our sophisticated technology enables us to build strong partnerships with our clients by delivering a level of proficiency that would be difficult to duplicate with conventional methods of investing.
Broad range of investors
We offer our services to a range of investors, from teachers to small business owners to large corporate entities. Whether you have five thousand or five million dollars to invest – each client has their own specific needs, tolerance for risk and long-term goals.
Start the process by contacting one of our financial professionals who will set up a complimentary one-on-one consultation to help you determine your risk tolerance, time horizon and investment objectives, as well as help assist you in selecting the appropriate investment strategy to help you achieve your goals.