Investment Management Held to a Higher Standard
We aren’t the kind of investment advisors who will set it and forget it—we will review the progress of your plan based on your objectives and suggest changes where needed.
Investment management Chicago
Personalized for Your Needs
Every investor needs something different out of their portfolio—let’s make sure that yours is going to work for you. Our investment management professionals will hand-select investment types based on your goals, risk tolerance, and retirement timeline—all to get you on track toward where you want to go. Let’s create a plan that makes sense of where you are and where you’d like to be.
How We Do It
Why choose Legacy Wealth for investment management?
Tailored Investments, Tailored Strategies
At Legacy Wealth, we take a rigorous, risk-managed approach for clients in an advisory relationship, closely monitoring your portfolio and making critical decisions on your behalf.
Professional advice for rolling over retirement accounts and combining employer-sponsored plans.
Access to investments highly rated by Raymond James.
Fernando Ereneta and Jennifer Secola are both CERTIFIED FINANCIAL PLANNERS®, helping select your investments at every turn.
Schedule a Call with Us
Let’s start your investment management conversation.
Investment Management Resources
Check out some of our free investment management resources.
FAQ
Our team is experienced in investment vehicles like stocks, bonds, exchange-traded funds (ETFs), mutual funds, certificates of deposit (CDs), and values-based investing.
Yes! If you have multiple 401(k) or other retirement accounts through current or former employers, we can help roll those plans over into a new plan. We examine this on a case-by-case basis and make sure your portfolio will still reflect your goals and risk tolerance. When considering Rollovers, we can help you evaluate all available options:
- Leave money in your former employer’s plan, if permitted
- Roll over the assets to your new employer’s plan, if one is available and it is permitted.
- Rollover to an IRA
- Cash out the account
For clients in an advisory relationship, we select investments based on your risk tolerance and goals for the future. We only select investments highly rated by Raymond James and ensure that your portfolio is appropriately diversified.
