Firm Brochure (Form ADV Part 2A - 2B)

Please read our Firm Brochure (the document required by the SEC and the State of Oregon for Registered Investment Advisory firms), which details our investment advisory services and fees, types of clients served, conditions for managing accounts, our compensation structure, the principals, education and background, and other important information.

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Privacy Policy

At The Legacy Group, Ltd., we are committed to protecting the privacy and confidentiality of the personal and financial information we gather about our clients. Because we value the trust our clients have placed in our firm, we understand the importance of maintaining controls necessary for securing non-public information. Please read our privacy policy to learn more.

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