• Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC.

Privacy Policy

At Legacy Investment Strategies, we respect your right to privacy. We understand the importance you place on the privacy and security of information.

Your submittal of information to Legacy ensures the following:

  1. We will not sell, give or trade your personal information to anyone. Information will be maintained by Legacy Investment Strategies and employees will have limited access to this information based on their job function.

  2. You can be assured that we will not offer your information to outside parties, thus being inundated with offers of products, services, contests, sweepstakes, and promotions (i.e., spam).

  3. If certain circumstances warrant the disclosure of information, we will do so only if given express permission by you.

  4. We will protect the confidentiality of any personal information you give to us and use this only for purposes directly related to Legacy Investment Strategies.

  5. We continue to evaluate our efforts to protect personal information and make every effort to keep this information accurate and up to date. Much of the data is generated by sources outside of Legacy Investment Strategies and modifications to this data will have to be completed on that level. This may need to be conducted on the level of the Broker/Dealer or Mutual Fund, for example.

  6. We view e-mail as an important communication channel betweenLegacy Investment Strategies and its prospective clients. We may use your e-mail address to send you information about our services and products we believe may be of interest to you. If you are a customer and do not want to receive e-mail related to services and products, simply contact us and we will terminate the mailings. Any e-mails will also contain instructions regarding how you can unsubscribe (i.e., stop receiving these e-mails).

Contact us in Person - If you have any questions regarding the above information and would like to contact Legacy Investment Strategies via telephone, please call 1.800.592.4011. We will be happy to answer any questions.