Our wealth management team will work with you to clearly define your objectives and develop a customized investment strategy, which includes a careful understanding of your liquidity needs and tolerance for risk. With your goals in mind, our team will conduct a thorough analysis of your current investment portfolio, determine strategic ways to enhance your portfolio, and recommend specific adjustments in order to potentially improve your overall performance.
Types of Investments
Legend Capital Group manages investment portfolios for both retirement and non-retirement objectives and regularly utilizes both traditional and non-traditional investment opportunities. While some mix of traditional investments is likely to yield satisfactory returns for the average investor, we may recommend incorporating alternative investment opportunities as well. Alternative investments, which are typically uncorrelated to Wall Street, often compliment a balanced portfolio of traditional investments by providing additional stability and reduced volatility. A smart alternative investment allocation can help you create an even greater level of portfolio diversification and should be considered as a part of your wealth management plan.
- Stocks, Bonds, Options and Money Markets
- Mutual Funds, ETFs and ETNs
- Fixed, Indexed and Variable Annuities
- Structured Products
- Direct Investments ( REITs, Oil & Gas Programs and Equipment Leasing )
- Hedge Funds