Legacy Chief Investment Office

Investment Management - The Woodlands, Texas, United States

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Legacy Chief Investment Office is an investment advisory firm that serves as an outsourced Chief Investment Officer (CIO) for high net worth families, their businesses and foundations.Legacy Chief Investment Office provides holistic wealth and investment management advice to clients on a fee only basis. Our primary focus is to help clients meet their financial objectives with prudent investment advice free from conflicts of interest.Legacy Chief Investment Office was founded in 2014 and is a registered investment adviser under the Investment Advisers Act of 1940. The firm is solely owned by Charley Donaldson, CFA who serves as the Chief Investment Officer.

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Employees: 1
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Location: The Woodlands, Texas, United States
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