Financial Planning Scottsdale Legend Capital Group on Facebook Legend Capital Group Linkedin Sign Up for Our Financial Newsletter

Investment Management

Expertise • Objectivity • Integrity

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.

Traditional Investments

  • Stocks, Bonds, Options and Money Markets
  • Mutual Funds, ETFs and ETNs
  • Fixed, Indexed and Variable Annuities

Alternative Investments

  • Structured Products
  • Direct Investments ( REITs, Oil & Gas Programs and Equipment Leasing )
  • Hedge Funds

Personalized Investment Advisory Services Scottsdale
We are committed to a successful, long-term relationship with you. That is why we are adamant about being accessible to our clients for all of their financial needs.
Wall Mounted Computer Stations
Our astute advisors are among the the best in the business, specializing in comprehensive, tax-efficient strategies that can significantly reduce your tax liability, while growing your asset base.
Accolades in Investment Advisory
Luke M. Johnson, President of Legend Capital group has been working as a financial advisor since 1999. He is both Series 7 and Series 66 licensed.
Nationwide Investment Services
Our comprehensive advisory services, including investment and wealth management, are available to clients throughout the continental United States.