Legacy Private Trust Co.
Legacy Private Trust Company is an independent trust and wealth management firm headquartered in Neenah, Wisconsin. Established in 2004, it offers fiduciary trust services and customized wealth management for individuals, families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. The firm focuses on building and sustaining long-term relationships based on trust and transparency, serving clients primarily in Wisconsin with national reach. Legacy Private Trust Company employs a team of experienced trust and investment professionals committed to personal service and client-first principles.
Investment Strategy
Legacy Private Trust Company delivers comprehensive fiduciary trust and investment management services with a focus on long-term wealth preservation, intergenerational planning, and customized portfolio construction. The firm emphasizes a disciplined, client-centric approach, prioritizing the interests and needs of clients. Legacy acts as trustee, co-trustee, or successor trustee, leveraging a diversified investment process that combines multiple disciplines while serving high-net-worth individuals, families, non-profits, and foundations. Legacy’s philosophy centers on relationship-driven advice, risk management, and fiduciary excellence, tailored to meet each client's unique and evolving goals.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.14% | $220.4M | 329,338 | $370.32 | $669.30 | +$16.0M |
V VTI | VANGUARD INDEX FDS | 9.91% | $166.2M | 506,562 | $211.96 | $328.17 | +$8.2M |
S SPTM | SPDR SERIES TRUST | 4.32% | $72.4M | 897,926 | $64.90 | $80.65 | -$10.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.06% | $68.2M | 1,137,360 | $46.78 | $59.92 | +$5.4M |
N NVDA | 1NVIDIA CORPORATION | 2.97% | $49.8M | 267,089 | $5.45 | $186.58 | +$6.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
W WFC | WELLS FARGO CO NEW | New | Put | $6.2M | 745 | $83.82 | $83.82 | +745 | +$6.2M |