LEGACY ASSET MANAGEMENT

Legacy Asset Management was founded in 1998 by Joseph Birkofer, a former Trust Officer with Chase Bank of Texas (formerly Texas Commerce Bank). Over the years, 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. We at Legacy pride ourselves on being a resource for our clients and all their financial needs. Our mission is to help our clients build a legacy for their families at home and in business... 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..

Also known as: Legacy Asset Management, Inc.