Taking a dynamic, tactical approach to managing risk

Investment opportunities, decisions and economic conditions are a myriad of constantly moving targets. Tanglewood Legacy Advisors steadily navigates the noise of the media and the volatility of the capital markets.

Risk mitigation is the core of our investment process. Every investment decision starts with analyzing the impact it will have on the risk of your portfolio. We then construct portfolios designed to meet your investment objectives over time, with the goal of significantly less volatility.

Investment management process

Investments involve risk and may lose value. No strategy assures success or guarantees against loss.