Build Your Financial LegacyBuilding wealth takes dedication and focus. Get tech-driven investment solutions to build a long-lasting legacy with a little effort on your part.
Build Legacy and Strengthen Your Alma MaterThe 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.
How It Works
Create A ProfileThis is where it all begins! We need to gather some basic information about you.
Establish Your Risk ToleranceThis 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 RebalanceTransfer 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-mater0.15% of advisory fees donated to your alma mater, or the HBCU of your choice.
Our Future Depends On UsHBCU 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!
Top Featured Podcast
45 minutesClosing the Wealth Gap: Financial Literacy and Public Policy