performance reporting   Another aspect of Legacy Trust that differentiates us from other financial services providers is the quality, frequency and usefulness of the reports we provide to our families. Our proprietary information technology systems measure the performance of each family’s total portfolio against appropriate market indices as well as against returns of comparable managers.

Our systems allow us to customize reports and reporting processes that can accommodate multiple fiduciary requirements or personal requirements, such as time and dollar-weighted returns for multiple periods, measure of risk and risk-adjusted returns, diversification and appropriate manager comparisons. All returns are presented gross and net of fees and expenses.

We also provide consolidated reports that include all investments, even those assets that are not under our direct advisement. We provide a timely, detailed, comprehensive reporting package including a summary of all of your investments. In a clear, concise format we provide portfolio returns, manager and index comparisons, tax reporting and gains and losses reporting.