Legacy Foundation
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
1415 Rolkin Ct Ste 204, Charlottesville,...Phone Number
(434) 971-5917Website
www.yourlegacyfoundation.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Foundation
The Legacy Foundation is an independent fee-based advisory firm that specializes in financial consulting for university professionals. They offer services such as financial planning, asset management, and sustainable investing, focusing on personalized investment strategies that reflect clients' risk profiles. The firm is committed to providing a systematic approach to financial planning and ongoing portfolio management, while also integrating environmental, social, and governance (ESG) factors into their investment processes. Their independence allows them to explore a wide range of investment vehicles, enhancing the potential for client success.Explore more
Legacy Foundation Org Chart
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The Legacy Foundation is an independent fee-based advisory firm that specializes in financial consulting for university professionals. They offer services such as financial planning, asset management, and sustainable investing, focusing on personalized investment strategies that reflect clients' risk profiles. The firm is committed to providing a s... Read More
