Grace Legacy Capital, LLC ("Grace") is a Registered Investment Advisor ("RIA") located in the States of Colorado and Indiana. Grace provides asset management and related services for clients in Indiana and other states. Grace will notice file and maintain all applicable licenses as required by the various states in which Grace conducts business, as applicable. Grace renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Grace. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Grace does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Grace will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and Available Here. You may also obtain a copy on the SEC Website or you may Contact Us to request a copy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
Email Disclosures
Grace often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Grace makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Grace private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Grace does not accept trading or money movement instructions via email.
As a registered investment adviser, Grace emails are subject to archival and inspection by the securities regulators.
If you have received an email from Grace in error, we ask that you contact the sender and destroy the the email and its contents.
For a copy of the Grace Privacy Policy, please Click Here.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
Grace may utilize third-party websites that include social media websites, blogs and other interactive content. Grace considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Grace may retain a copy of information that Grace or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Grace or the SEC.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Grace’s advisory persons after entering into an advisory agreement and provided Grace with all requested information about your background.
If you have any questions regarding our social media policies, please Contact Us.