Legacy Pcg, LLC

Legacy PCG offers a variety of advisory services, including financial planning, consulting, and investment management. Legacy PCG works with individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. When managing investments, Legacy PCG typically allocates client assets among mutual funds, exchange-traded funds, individual debt and equity securities, and independent managers. Legacy PCG may also recommend alternative investments such as privately placed securities and hedge funds. Clients can engage Legacy PCG on a discretionary or non-discretionary basis, meaning Legacy PCG can make trades without asking first if given discretionary authority. Legacy PCG tailors its services to each client's specific risk tolerance, time horizon, and liquidity constraints.