Sophisticated
The principals bring together breadth of experience spanning numerous market cycles and across three very different, yet very complementary, areas:
Offices for families of substantial wealth. Fund of funds managing significant asset pools on behalf of pension plans, Taft-Hartley plans, corporate plans and families of substantial wealth. Major endowment funds with a globally diversified, equity orientation.
Unbiased
The asset management objectives of our clients are aligned with ours as the sole focus of the principals. The investment allocations that we make represent our best ideas and are vetted in a fully "open architecture" structure.
Global
North America does not have a monopoly on the world's best investment ideas or managers. The principals have analyzed and invested with foreign based money managers, mainly in the developed and emerging countries of Europe and Asia.
Experience
The principals have invested with or investigated many of the most successful investment teams, large and small, since the mid-1990's*. The principals have also developed a proprietary hedge fund database documenting key lessons learn from frauds, failures and disappointments.
Strategic partnerships with clients
We encourage clients, through education, dialogue and transparency, to view New Legacy as a trusted advisor for all of their investment needs.
