Investment Guidelines
LIS Management Team
Legacy Investment Strategies (LIS) was created and is managed by Bradley Jerome, President of Legacy Financial Group. LIS supporting management, investment insights, and trading execution are provided by Ben McKinney, Director of Planning. Together they collaborate with industry leading third-party economic and investment teams which include FCMS, Fidelity Advisor, American Funds, Morningstar, and Jackson National. Frequent conversations with these experts help shape the timing and decisions that are made within the LIS models. Trust Company of American (tca by E*TRADE) is the custodian for the LIS models.
Why:
Legacy Investment Strategies was created to deliver a professional, cost-effective, active asset management platform that will help investors achieve their matters of importance across all levels of risk tolerance, investment experience, or net worth.
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. By partnering with industry leading economists to gain insights, these models are managed through a three to six month time horizon. By meeting with these economists, LIS can be managed with a forward-thinking mentality, preparing for what is on the horizon before it happens.
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.
LIS Models:
LIS Aggressive Growth Model:
• Investment objective: Aggressive Growth
• Risk Tolerance: High (Riskalyze range: 75-99)
• Asset allocation guidelines:
Asset
Class
Class
Minimum Allocation
Maximum Allocation
Equity
80%
100%
Service item
This is the text area for a paragraph describing this service. You may want to give examples of the service and who may be able to benefit from it.
Service item
This is the text area for a paragraph describing this service. You may want to give examples of the service and who may be able to benefit from it.
Service item
This is the text area for a paragraph describing this service. You may want to give examples of the service and who may be able to benefit from it.
We offer a wide range of services to meet every type of need.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.