Portfolio Monitoring

Once we have  assigned the appropriate investments to our clients’ portfolios based on a proprietary ranking system, we continually monitor the performance and other important criteria on an ongoing basis.  The research and analysis continues on a daily basis and we stand ready to make the appropriate changes if those changes serve our clients best interest. The Legacy Foundation adheres to Best Practice at all times.  

Due to the varying performance of each asset class that may represent the holdings of our client’s’ accounts, the portfolios have a tendency to ‘drift’ from their original allocations.  During our monitoring process, we make sure that our clients’ accounts are re-balanced periodically to ensure their risk objective is maintained.

 

Disclaimer: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Reach Us

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200 Hansen Road, Suite 1
Charlottesville, VA 22911

434.971.5917

info@yourlegacyfoundation.com

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