The Legacy PortfolioTM
Our approach for equity investing centers on fundamental analysis with a goal of achieving above-average returns.
We believe such returns can be achieved by purchasing stocks of companies with excellent balance sheets, consistent growth in earnings and dividends, and high market capitalization.
This philosophy has been in existence for over 50 years.
Consisting of large-capitalization, dividend-paying, primarily A+ rated stocks, The Legacy Portfolio is our core product and represents a considerable percentage of our assets under management. This portfolio embodies our philosophy that dividend growth is superior in gauging ultimate value than current yield.