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Experienced Investment Management

At New Legacy Financial Group, our investment research and approach to portfolio construction is borne from more than 22 years of experience that includes managing multi-billion dollar institutional investment portfolios and has generated a philosophy that is the foundation to each individual, customized client portfolio we construct.

Markets work

Capital markets do a good job of fairly pricing all available information and investor expectations about publicly-traded securities.

Diversification is key

Comprehensive, global asset allocation can neutralize the risks specific to individual securities.

Risk & Return are related

The compensation for taking on increased levels of risk is the potential to earn greater return.

Costs Matter

Academic studies have shown that active managers do not systematically add value and the fees associated with active trading significantly reduce investor returns, as compared to a passive strategy.


Would you worry less with a professional fee-only financial advisor on your side? Discover how much more money you could be keeping for yourself and your future. Contact us today to learn more about the financial strategies that will help you achieve your goals.