Grace Legacy Capital is dedicated to the service of faith based institutional investors and family office clients. The first and only firm committed to this specialization, we are uniquely positioned to integrate faith and financial blessings.

Welcome to Grace Legacy Capital

Thank you for visiting Grace Legacy Capital. We are an institutional investment consultant and multi-family office specializing in the service of faith based investors. Success as a client advocate and co-fiduciary in the strategic management of legacy goals is a direct result of our commitment to excellence and our passion for serving our clients.

The nuanced needs and challenges of faith based investors require expertise, customization, and impassioned advocacy. Settling for standardized solutions, products, and off-the-shelf strategies are unacceptable to institutional investors and family office clients. We invite you to learn more about our comprehensive faith based approach to working with clients.

A leader in faith based investing, our mission is to provide each client with a concierge level of service, a pursuit of fiduciary excellence, and a commitment to stewardship.

Grace Legacy Capital works on behalf of institutional clients and ultra high net worth families. The investment discipline employed on behalf of each client utilizes the highest level of institutional expertise and fiduciary standards. The services and delivery of our value proposition varies significantly, however, between the two client types. Please click on the specific investor type below to learn more about our core beliefs, values, and how we may be the right fit for you or your organization.

Institutional Investment Consulting

Co-fiduciary consulting; asset allocation analysis; investment policy statement; manager search and selection; performance attribution analysis

Family Office

Multi-generational investment management; concierge family office services; estate, tax, charitable planning and coordination

Fiduciary standards are critically important throughout the investment process. Few clients understand why. Do you?

Click here to learn more