LEGACY INVESTMENT ADVISORS INC.

Overview

Legacy Investment Advisors Inc. is a small, privately owned advisory firm that manages portfolios for individuals and families, including small businesses. The firm operates as a capital allocator, using a fee model based on a percentage of assets under management and performing portfolio management alongside selection of other advisers. Legacy does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity centers on pooled public funds as the core building blocks of client portfolios, while the firm also allocates to third-party managers where specialized exposure is needed. Affiliations with an accountant and an insurance company indicate access to tax-aware planning and insurance-based solutions, which aligns with the firm’s use of annuities as part of its product mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices