November 19, 2021 | eFocus @ Legacy, Investment Commentary

In this video, Connor O’Brien, a member of Legacy’s investment team, gives a brief economic and market overview that will provide justification for the recent asset allocation updates Legacy has implemented in our portfolios.

If you are a Legacy client and have questions, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or info@lptrust.com.

To view in fullscreen mode, click the “Fullscreen” button on the upper right corner of the video. 

Featured Speaker

Connor O'Brien
Connor R. O’Brien
Trust Investment Officer

This information has been prepared by Legacy Private Trust Company for informational purposes. Any opinions expressed herein represent our current analysis and judgment and are subject to change. Actual results, performance, or events may differ based on changing circumstances. No statements contained herein should substitute for professional legal, tax, or other specialized advice.