Products & Services

What New Legacy Has To Offer

We provide the highest quality investment management products and services to:

• Families of substantial wealth
• Endowments and foundations
• Pension plans
• Other institutional investors

We provide independent reviews of internal investment governance practices.

While receiving a high degree of attention in the press, valuation policies and risk/ liquidity management are important components of an integrated approach of managing people and processes. Such an integrated balanced scorecard would include the following areas for assessment:

Successful leadership of the investment committee members and staff.

• Investment committee leadership.
• Investment team leadership and effectiveness.

Effective management of the investment policy objectives.

• Investment beliefs, biases and tolerances of the investment committee.
• Decision-making authority for investment policies and processes.