“Given that the majority of active managers fail to beat passive benchmarks, it seems reasonable to conclude that value-enhancing ideas are harder to come by. Our philosophy is that one should be more cautious about implementing a bad idea than worrying about missing out on a good idea.”
– Greg Feese CRPC® Managing Director
Dimensional Funds PhilosophyLegacy Wealth Management has core beliefs that allow us to work along side our clients and always make decisions based on our clients best interest. We design client portfolios based on the science of capital markets & diversification. Through Dimensional Funds philosophy of “adding value over benchmarks and peers through an integrated and flexible approach that considers the interactions among premiums, market frictions, and costs” we are able to separate ourselves from many financial advisors. We believe markets are efficient; proper diversification, risk & asset allocation is not only required but absolutely essential & investing involves trading off risks and costs with expected returns or “Dimensions of expected returns”. Dimensions of expected returns can be explained as premiums in which we have the highest level of confidence because they are sensible, persistent, pervasive, robust, and cost-effective to pursue in well diversified portfolios. Our belief in the markets and the way we design your portfolio is a unique and distinct difference in our core beliefs and investment philosophies. As you meet with a financial advisor at Legacy Wealth Management Group you will see we not only take the time to get to know you and about you but we focus on what’s important to you today, tomorrow, and for decades beyond your life.
Frequently Asked QuestionsHave questions? Here’s a list of common questions and answers to help guide you through our process at Legacy Wealth Management.
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Legacy Wealth Management Group
Greg Feese CRPC®, Investment Advisor Representative. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
© 2018 Legacy Wealth Management Group Las Vegas LLC.
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