Innovative Investing

Legacy Wealth Management
Talk to us: (208) 955-8230Find Your Advisor

At Legacy Wealth Management, we use innovative, proven strategies and proactive attention to your portfolio to help mitigate excessive losses…no matter if we’re in a downturn or not.

How? We:

  • Provide you with investment advice that protects your best interests, not those of our (or any) company.
  • Know the markets and have the expertise you expect in advanced hedging methods.
  • Have strategies which rely on proven asset allocation principles.

Discounted Stocks

We carefully examine your portfolio, and recommend stocks and stock funds that we believe should be included in your portfolio. We then buy secondary, non-traded alternative stocks, that others are forced to sell, often at 20-40% discounts. We may also purchase lower risk, fixed income assets.

Combined, these two strategies help investors enjoy more flexibility and less risk.

REITs

​If and when interest rates rise, it’s good to own Real Estate Investment Trusts (REITs) with relatively low debt and low floating-rate debt. REITs are companies that own or finance income-producing real estate, not bargain-bin real estate with limited demand. They’re modeled like mutual funds, and could provide you with a number of different income streams. REITs are expected to grow even if the interest rate rises, and will typically pay out all of their taxable income as dividends to shareholders. In turn, shareholders pay the income taxes on those dividends. Click the video to the left (or here) to learn more about REITs!

BDCs

​Traditional fixed-income holdings, like bond funds, may not provide enough meaningful income for serious investors. Additionally, low interest rates often have limited yields. Also, continual market volatility has contributed to significant swings in the performance of many portfolios’ fixed-income assets. This has motivated investors to explore more stable, potentially more lucrative investment strategies.

Business Development Companies (BDCs) are pooled investment funds. They’re like mutual funds in that they hold a portfolio of assets, but instead of investing mainly in publicly traded equities or other securities of public companies, they invest in the debt and/or equity of private U.S. companies. Although this investment strategy is known or understood by relatively few investors, they have historically generated a higher dividend (6-9%) than many other traditional fixed-income investments. Click the video to the left (or here) to learn more about BDCs!

Frequently Asked Questions

What types of clients does legacy wealth management work with?

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Is there a minimum account size for asset management?

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What is legacy wealth management's investment philosophy?

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How is legacy wealth management compensated for their services?

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I still have more questions...

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My interactions with both Acen and Brian have been incredibly helpful and insightful. Having all of my resources with one firm is so much easier to manage then being with multiple sources. I also love that because all my services are together I know that my entire portfolio is working cohesively and to my financial benefit.

Emily

5-Star Google Review

We are nothing short of amazed and grateful- from the staff, to the prompt replies, as well as thorough communication. But most of all the huge success in our personal lives and business. Without your services, we would not be anywhere near where we want to be with our life goals. 5 stars and my highest accolades and recommendation for Legacy Wealth Team! We truly appreciate you.
Tina

5-Star Google Review

The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.
Pisoot Senethavilay

5-Star Google Review

Questions?

Call:

208-955-0500

Email:

legacy@legacywealthmg.com

Visit Us:

13965 W Chinden Blvd #100

Boise, ID 83713

 

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