Legacy’s Investment Services Team is closely monitoring the markets. The team recently hosted a call to discuss the changes in the markets and Legacy’s approach. Play the video below to listen to the call.
If you are a Legacy client and want to discuss your plan or risk comfort zone, 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 firstname.lastname@example.org.
To view in fullscreen mode, click the “Fullscreen” button on the upper right corner of the video.
Nick Carver, Vice President, Director of Investment Services
Greg Hansen, Vice President, Senior Portfolio Manager
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.