Complimentary Portfolio Review
We provide complimentary portfolio reviews for individuals who would like to have a more in-depth understanding of how their portfolios would react in different market conditions. We also identify deficiencies that might not be readily apparent due to the lack of sophisticated technology or skillset it entails to objectively collect this information.
We use this tool to both review accounts outside of The Legacy Foundation and also as a surveillance tool in our own portfolio construction.
200 Hansen Road, Suite 1
Charlottesville, VA 22911