The Legacy Foundation Sustainability Profile

The Legacy Foundation presents itself as an independent financial planning and investment management firm with a sustainable investing approach that integrates environmental, social, and governance factors into investment analysis and portfolio construction. It says this approach is intended to help manage risk and support long-term value within retirement portfolios. The firm states that it considers environmental performance, workplace practices, community engagement, and governance factors in its investment process. It also says it is a Certified B Corporation, and that B Corp principles of social and environmental performance, accountability, and transparency are part of its business and investing philosophy.