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The Charis Legacy

A Legacy Planning Guide to Maximizing your Giving Impact

Charis Legacy Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not by itself imply any level of skill or training. This website is solely for informational purposes. No advice may be rendered by Charis Legacy Partners, unless a client service agreement is in place. Although obtained from reliable sources, Charis Legacy Partners cannot guarantee the accuracy of the information received from third parties. The opinions expressed herein are those of Charis Legacy Partners and may not actually come to pass. This information is current as of the date of this material and is subject to change at any time, based on market and other conditions. Past performance is no guarantee of future results. Investing involves the risk of loss and investors should be prepared to bear potential losses. For questions or to report any problems, please contact us.

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