Investment Philosophy

Legacy Investment Strategies invests through a long-term lens, aiming to maximize performance for a given risk tolerance. LIS aims to limit risk and capture broad growth by utilizing diversification within each model across asset classes and strategic sector allocations. Through close monitoring of insights of leading economists LIS can manage its investment models with a three to six-month time horizon. This engagement fosters a forward-thinking mentality and preparation for what might be on the horizon.  

LIS imposes asset class allocation guidelines to prevent over or under allocation to any certain area for each model. Doing so limits the amount of risk a certain model has. By using Riskalyze to obtain a risk tolerance for each client and matching them with the appropriate model based upon its Riskalyze score, LIS can make sure no client is out of their comfort zone in volatile markets.