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.
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.
0.15% of advisory fees donated to your alma mater, or the HBCU of your choice.
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.
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