At Legacy we feel that one area of our industry that has been overlooked is customer service.When you call our office all calls are answered by a person of our team not a machine.It’s also important to us that our clients know and understand what we’re doing with their portfolio.We feel it is imperative to have regular portfolio reviews with our clients.
Clients' accounts are monitored on a continual basis to identify possible opportunities in constantly changing financial markets.
Frequent client communication
To keep clients fully informed of the progress of their investments, we stress ongoing communication. That communication takes many forms:
Periodic meetings, held at client convenience, allow us to review portfolio performance and changes in investment goals. We hold these meetings at least once a quarter, more frequently if client circumstances require them.
All phone calls are answered in person to help assist our clients with their questions.
Quarterly performance reports are prepared to keep clients informed in our ever changing market conditions. Clients holding assets with our clearing agent receive at a minimum quarterly statements showing all transactions, the current value of securities, and estimated annual income and yield.