Mary Forchione's Contact Details

Mary Forchione's Company Details

Legacy Investment Group LLC

Canton, OH, US • 5 - 9 Employees
Financial Services

Legacy Investment Group, LLC is committed to creating financial independence for our family of clients so that they can begin legacies of their own. We believe that an active investment management style, utilizing equity options, provides the best potential for return with the least amount of risk. As a faith based company, we take pride in honoring our fiduciary duty by always placing the needs of our clients above our own. Being a Registered Investment Advisers, our goals are completely aligned with yours. We are not paid to make transactions like broker dealers, we are paid by percentage to manage assets. As your assets grow, we grow, too! We strongly believe "the trend is your friend" and follow trends on the Standard & Poor's 500 largest US companies otherwise known as the S&P 500 index. We also believe the number one goal of an Investment Advisers should be to maximize gains while mitigating risk. As a boutique investment firm we achieve this goal by grading the strength of the trend and using call option strategies to reduce risk or create additional income. Our proprietary trading model is mechanical in nature which eliminates all the emotions that typically drive buying and selling decisions. We offer an alternative strategy to the industry standard of buying and holding an age based allocation of stocks and bonds to diversify risk. We'd rather avoid market down turns instead of riding them out!