Build YourFinancial Legacy
Building wealth takes dedication and focus. Get tech-driven investment solutions to build a long-lasting legacy with a little effort on your part.
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.
Our Legacy Depends On Us.
This is where it all begins! We need to gather some basic information about you.
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.
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.
15% of your investment advisory fees are donated to the HBCU selected by you when signing up.
HBCU Legacy, LLC is a fully automated, digital investment (“Robo-Advisor”) platform that only serves the investment management needs of the student body, and 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!