Build Legacy and Strengthen Your Alma Mater
The premier portfolio management & financial education site for the HBCU alumni community. Working together to ensure a financial legacy for your family and your beloved alma mater.
How It Works
Create A Profile
This is where it all begins! We need to gather some basic information about you.
Establish Your Risk Tolerance
This helps us to understand your risk tolerance. We’ll select the appropriately diversified model portfolio, based on your response to our risk assessment questionnaire.
Invest And Rebalance
Transfer funds or securities into your account and we will maintain appropriate assets to asset class weighting in the model portfolio category that best suits your investor profile.
Donate To Your Alma-mater
0.15% of advisory fees donated to your alma mater, or the HBCU of your choice.
Our Future Depends On Us
HBCU Legacy, LLC is a fully automated, digital investment (“Robo-Advisor”) platform that only serves one client, the alumni of Historically Black Colleges and Universities.
Follow our blog and gain valuable financial education. We offer tools that help with decision-making about a myriad of financial topics such as retirement, social security, estate planning, eliminating debt and much more!
