Legacy Folios
Investing in You
Your Goals. Your Wealth. Your Legacy.
Expert Advice for Investment and Asset Management
MEET GARY BRITTAIN WITH LEGACY FOLIOS
| I've had the pleasure of managing assets on behalf of my clients for 15+ years. And after working with hundreds (maybe over a thousand now) of wonderful investors, I've learned a thing or two. I've learned that the most successful investors invest for the long haul. I've learned that keeping our emotions in check as the market goes up or down is key to earning great returns. And most of all, I've learned that investing for good reasons often yields the best results. It isn't always easy, but it is simple.
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I'M INVESTED, TOO
Like you, I invest for what matters. My family. My financial future. Even my bucket list. I know that one day, all the time and energy I put in to building my Legacy will help support my loved ones into the future. That's why I invest. That why most of my clients invest. Because that is what matters!
MY INVESTMENT PHILOSOPHY IS SIMPLE:
PANIC LESS. GROW MORE. Easier and More Efficient
My
philosophy for investing is three-fold. Buy & Hold. Diversify in a
wide mix of low-cost Index funds. And customize your portfolio to fit
your financial needs. This tiered approach process keeps things simple
and helps us stay the course over time.
THE POWER OF PASSIVEBuy & hold is more a mindset than strategy. Though it can be tough to stay disciplined, historical data (and my personal experience) show that passive investors fair better in the long run compared to active. For instance, if you had invested 10K in Vanguard's S&P Index in 1976, and NEVER touched it, you would have reaped 1.4 million by 2022. That's the power of passive.
INDEX INVESTING WORKS
Index investing diversifies your portfolio and helps capture returns across the market while hedging risk. It also avoids gambling on individual stocks. Combined with a passive strategy, indexing investing is a proven way to garner reliable returns over time.
CUSTOMIZE YOUR PORTFOLIO WITH
Legacy Folios
Every life is different. It's so vital for me to completely understand your goals, dreams and financial picture down to the last detail. That way, we can tailor your investment to meet your exact needs and long-term goals.
| Serving Frisco and Surrounding Areas
(888) 985-6905
LegacyFolios.com
Hours
Monday - Thursday: 9:00am - 4:00pm
Friday: 9:00am - 3:00pm
Saturday and Sunday: Closed
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