Investment Management

New Legacy Generation believes that each client is unique, that their individual needs with respect to returns, risk tolerance and liquidity deserve individual attention. Asset allocation and investment selection are executed in tandem and we believe in utilizing the most efficient form of investment exposure for each asset class and style. Our clients’ portfolios typically include a mixture of low fee passive exposures, moderate fee active exposures and higher fee alternative exposures, combined to produce the most effective overall portfolio. All third party managers are carefully selected by our experienced investment team. The liquidity of each client’s portfolio is prudently managed across all asset classes and styles to suit their individual needs.