About Legacy Investment Advisors, LLC
Legacy Investment Advisors, LLC, an affiliate of Sturdivant & Co. Inc, offers discretionary and advisory portfolio management services to both foundation and individual clients. For our foundation relationships, we will follow the investment guidelines and mandates provided by the client. For our individual clients, our investment strategy recommendations are based on the goals, objectives, time horizon and risk tolerance of each client, which are documented in the client's Investment Policy Statement.
Legacy’s portfolio management and related services are designed to provide clients with the potential to achieve their investment objectives. Legacy’s investment philosophy focuses on the long term. It seeks to achieve consistently superior investment returns and to provide exceptional client service. Legacy uses a disciplined, systematic investment processes for each of its asset allocation strategies and actively manages client portfolios to balance risk and return. Our investment processes are based upon rules, guidelines and tools focusing on objective factors. They are well defined, transparent and repeatable. Legacy offers its products through a diverse range of distribution channels. Our clients are primarily conservative investors with long term investment objectives.
For more information, please contact Legacy Investment Advisors, LLC at 856-751-7909 or legacyria.com.
