Investments

We live in the age of information overload.  Asset allocation, Monte Carlo simulations, TV, Radio, Internet, literature… The list is endless and getting longer.  If more than 85% of professional money managers underperform* the S&P 500, and doing it yourself isn’t your cup of tea, how do you choose a firm to represent your investment interests?

With almost 90 years of collective experience our methodology is such that creating an investment portfolio begins with a bird’s eye view of your life as a whole, rather than a snapshot of your risk profile and portfolio goals alone.

Please, join us for a conversation, and let’s explore the possibilities and benefits of working with Legatus Group on your portfolio.

 

*2011 study by Robert W. Baird & Co., Inc.

** Joseph Yagar is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered Solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400. Legatus Group, LLC is independent of Equity Services, Inc.

 

 

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Securities and investment advisory services offered solely by
Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, 9th Floor New York, NY 10017, 212-986-0400.
Check the background of this firm on FINRA’s BrokerCheck.
Legatus Group, LLC and all other persons and entities are independent of Equity Services, Inc. unless noted. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Joseph Yagar is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX. Joseph Yagar is insurance licensed in the following states: CA,CO,CT,FL,MA,NC,NJ,NY,OR,PA,TX,VA. Check the background of this investment professional on FINRA’s BrokerCheck.

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