a forward-thinking approach to

trusts and estate services

Legacy Portfolio Management has been the investment management and trust division of Legacy Banks since 2003. We have quietly built one of the largest locally owned and fiduciary based investment groups in Western Massachusetts.

 

Legacy Portfolio Management has the resources to meet our clients' changing financial needs and position us to deliver the professional service and investment performance that our clients expect. Our time-tested, traditional investment strategies are personalized to reach specific goals with asset allocation based upon clear objectives and an understanding of each client's unique circumstances. Legacy Portfolio Management offers an array of trust services designed to meet our client's personal, philanthropic and business financial goals.

 

We specialize in creating and managing large cap, core value portfolios which provide our clients with solid, long-term growth potential and capital preservation, to minimize losses during market down turns. With Legacy Portfolio Management’s careful, forward-thinking approach to your finances, you can feel assured that we’re listening and evaluating your needs and goals for the future.