Our Philosophy
Grace Legacy Capital is an independent, employee owned firm founded upon three core principles.
1. We are a Christian firm, grateful for the power and beauty of God’s grace.
2. We recognize the driving force of each client to establish, grow, and manage a legacy of their own. Our mission is to empower our clients to realize their goals through unsurpassed client advocacy and fiduciary stewardship.
3. Independence is critical to delivering fiduciary excellence.
Our role at Grace Legacy Capital is that of a client’s concierge, their fiduciary, their representative in all matters dealing with their specific legacy goals. We work exclusively for our clients. We do so from a position of total independence, passionate advocacy, and committed fiduciary excellence.
We encourage you to explore our commentary on fiduciary standards to learn more about why this concept is so critically important to the long-term success of our clients.
Fiduciary Excellence
So much of what we do is driven by our relentless pursuit of fiduciary excellence. Today's environment of institutional investing demands all stakeholders in an organization understand and comply with fiduciary standards and expectations. Far beyond policies and procedures, however, we see the role of the co-fiduciary consultant as a genuine differentiating value. We bring expertise and value to the the client relationship that translates to portfolio performance and risk controls - all through our commitment to the fiduciary process. How so?
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