LEGACY ASSET MANAGEMENT INC.

Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm that provides objective, fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts. Since 1998, Legacy’s focus has been on helping our clients build & protect their financial future. Our professional staff, with credentials in financial planning, finance, and investments, is committed to evaluating and implementing the best solutions for our clients' specific needs. Legacy Asset Management was founded in 1998 by Joseph Birkofer, a former Trust Officer with Chase Bank of Texas (formerly Texas Commerce Bank). Legacy has grown to service a multitude of client types, from individual investors with limited investment experience to employers with more than 1,500 employees. They are Fiduciaries – legally and ethically bound to act in the best interests of their clients.