OUR PARTNERS
STRATEGIC PARTNERSHIPS THAT PROVIDE OUR CLIENTS' INSTITUTIONAL-LEVEL CAPABILITIES & SOPHISTICATED SOLUTIONS
Legacy Wealth Investment Counsel is proud to partner with Townsquare Capital. Townsquare Capital is a full-service institutional trading and investment research firm. Through our partnership with Townsquare Capital, our clients are provided access to a dedicated institutional investment research team, including dedicated fixed income, equity and alternative investment specialists and a full-service institutional trade desk.
Legacy Wealth Investment Counsel is proud to partner with Orion - a leading wealth management and technology platform. Through our partnership with Orion, our clients have access to industry-leading investment and trading technology solutions and best-in-class portfolio management software.
Legacy Wealth Investment Counsel is a member of the Portside Wealth Group - a nationally recognized SEC-Registered Investment Advisor. Through our partnership with Portside Wealth Group, our clients have access to a broad range of institutional-level resources, including industry-leading asset management services, best-in-class back office support and regulatory and cybersecurity oversight.
Legacy Wealth Investment Counsel is proud to partner with UI Charitable Advisors. UI Charitable Advisors is a leading provider of flexible charitable vehicles such as Donor Advised Funds, Fiscal Sponsorships and General Field of Interest Funds. Through UI Charitable, our clients have access to an extensive array of tax-advantaged philanthropy and charitable giving options.