{"id":41,"date":"2016-11-08T14:47:45","date_gmt":"2016-11-08T19:47:45","guid":{"rendered":"http:\/\/gpswp.com\/legacy-wise\/?page_id=41"},"modified":"2022-06-14T09:12:42","modified_gmt":"2022-06-14T14:12:42","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/gpswp.com\/legacy-wise\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"<p>At Legacy Estate Planning Group, Inc.\u00a0we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.<\/p>\n<hr \/>\n<h2>Strategic Alliances<\/h2>\n<p><a class=\"vimeo\" href=\"https:\/\/vimeo.com\/513571213\"><img loading=\"lazy\" class=\"img-responsive img-thumbnail alignleft wp-image-42 size-full\" src=\"http:\/\/gpswp.com\/legacy-wise\/wp-content\/uploads\/sites\/433\/gi.jpg\" alt=\"gi\" width=\"350\" height=\"196\" srcset=\"https:\/\/gpswp.com\/legacy-wise\/wp-content\/uploads\/sites\/433\/gi.jpg 350w, https:\/\/gpswp.com\/legacy-wise\/wp-content\/uploads\/sites\/433\/gi-150x84.jpg 150w, https:\/\/gpswp.com\/legacy-wise\/wp-content\/uploads\/sites\/433\/gi-300x168.jpg 300w\" sizes=\"(max-width: 350px) 100vw, 350px\" \/><\/a><\/p>\n<p>Legacy Estate Planning Group, Inc. offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Michael Binger, CFA; and Senior Portfolio Manager, Mariann Montagne, CFA.<\/p>\n<p>These two industry leaders now offer our clients their combined expertise. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.<\/p>\n<p>Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.<\/p>\n<hr \/>\n<p><!--[gi_videos]\n\n--><\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Legacy Estate Planning Group, Inc.\u00a0we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients\u2019 investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Management - Legacy Estate Planning Group, Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Management - Legacy Estate Planning Group, Inc.\" \/>\n<meta property=\"og:description\" content=\"At Legacy Estate Planning Group, Inc.\u00a0we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. 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