Legacy Investment Strategies, LLC

Legacy Investment Strategies is a registered investment advisor based in Metairie, Louisiana, offering personalized asset management and financial planning services to individuals, small businesses, trusts, estates, and charities. Legacy Investment Strategies creates tailored investment strategies based on each client's specific goals, time horizon, and risk tolerance, utilizing discretionary management where the firm handles day-to-day trading without requiring prior approval for every transaction. In addition to direct portfolio management, Legacy Investment Strategies can refer clients to third-party money managers. The firm's financial planning services cover comprehensive topics including retirement, tax concerns, life insurance, education funding, debt management, and specialized needs like divorce or special needs planning. Legacy Investment Strategies also maintains an ownership interest in NSI, LLC, which sponsors the NSI ETF, and employs a team of experienced professionals holding designations such as Certified Financial Planner and Chartered Financial Analyst.