Grace Legacy Capital
www.gracelegacycapital.comGrace Legacy Capital is an independent institutional investment consultant and family office. Our specialization is working with faith based investors, many of whom have highly customized and nuanced requirements in aligning their spiritual goals with their financial blessings. We are the first and only institutional investment consultant and family office committed to working with faith based investors. In addition to multi-generational families of substantial means, we are pleased to work with churches, religious foundations, hospitals and health care providers, universities and private schools, and other faith based investors. Our services are tailored to provide custom family office management consulting to multi-generational families, focusing on concierge level strategic planning and legacy building. Family office clients rely upon multiple avenues of expertise and advisers in meeting their complex needs. Investment management is one component of the process, for which we utilize our institutional investment consulting process. Investment implementation for both institutions and family office clients focuses on fiduciary excellence, employment of best-of-breed institutional quality investment manager research resources, and integration with state of the art technology and attribution analysis reporting tools. We work for our clients exclusively as their advocate. Our mission is to empower the realization of our client's legacy goals. Grace Legacy Capital is not affiliated with any investment manager, custodial bank, or parent organization. We are a Registered Investment Advisor. Please see http://www.gracelegacycapital.com/disclosures/ for important disclosures about this message and our services.
Read moreGrace Legacy Capital is an independent institutional investment consultant and family office. Our specialization is working with faith based investors, many of whom have highly customized and nuanced requirements in aligning their spiritual goals with their financial blessings. We are the first and only institutional investment consultant and family office committed to working with faith based investors. In addition to multi-generational families of substantial means, we are pleased to work with churches, religious foundations, hospitals and health care providers, universities and private schools, and other faith based investors. Our services are tailored to provide custom family office management consulting to multi-generational families, focusing on concierge level strategic planning and legacy building. Family office clients rely upon multiple avenues of expertise and advisers in meeting their complex needs. Investment management is one component of the process, for which we utilize our institutional investment consulting process. Investment implementation for both institutions and family office clients focuses on fiduciary excellence, employment of best-of-breed institutional quality investment manager research resources, and integration with state of the art technology and attribution analysis reporting tools. We work for our clients exclusively as their advocate. Our mission is to empower the realization of our client's legacy goals. Grace Legacy Capital is not affiliated with any investment manager, custodial bank, or parent organization. We are a Registered Investment Advisor. Please see http://www.gracelegacycapital.com/disclosures/ for important disclosures about this message and our services.
Read moreCountry
State
Indiana
City (Headquarters)
Indianapolis
Industry
Employees
1-10
Founded
2014
Estimated Revenue
$1 to $1,000,000
Social
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Manager
Email ****** @****.comPhone (***) ****-****