Registered Investment Adviser · State of Hawaii · Ewa Beach, Oahu

Your retirement account
shouldn't just sit there
while the market moves.

Legacy Investment Advisors uses fully automated, rules-based trading to actively harvest returns inside your IRA or 401(k) — capturing daily market movement that passive index funds simply miss.

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Minimum Investment
$30,000
Annual Advisory Fee
1.5% AUM
Account Types
IRA · 401(k) · Taxable
Custodian
Interactive Brokers
The Active Harvest Strategy

A different kind of investment management

Most advisers charge you 1–1.5% per year to hold the same index funds you could own yourself for almost nothing. The best-case outcome is average returns. We believe you deserve better — and technology now makes it possible.

The Active Harvest strategy uses automated technical analysis to systematically capture gains from daily price movement in ten carefully selected large-cap stocks and ETFs. No emotion. No guesswork. The system watches the market every minute of every trading day so you don't have to.

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A
Automated

Rules-based execution using real-time technical signals. No emotional decision-making.

C
Consistent

Systematic small wins compounded repeatedly — not swinging for home runs.

R
Resilient

Positions held until profit targets are met. Disciplined rules, not panic reactions.

10
Leaders

NVDA · MU · AVGO · AMD · AAPL · GOOGL · LLY · CAT · GLD · SLV

The Process

How it works in four steps

01
Open Your Account

You open your own Interactive Brokers account. Your money stays in your name — I hold trading authority only, never custody.

02
Fund & Connect

Transfer your IRA, 401(k) rollover, or taxable funds. Minimum $30,000. Enable Limited Margin for IRA accounts — no borrowing, just faster settlement.

03
System Trades

The automated strategy monitors 10 stocks every minute during market hours, executing buy and sell signals based on technical rules — without emotion.

04
You Watch It Grow

Every trade is visible in your IBKR account in real time. I review performance quarterly. You can terminate the service at any time with written notice.

Andrew C. Robinson
Your Adviser
Andrew C. Robinson
Registered Investment Adviser · State of Hawaii

I spent nearly two decades managing public funds — billions in state and municipal budgets where precision and accountability were non-negotiable. I ran a commercial apple orchard. I worked at a major national investment firm and left because I believed technology could deliver something genuinely better for everyday investors.

Legacy Investment Advisors is the result of that belief. I'm based in Ewa Beach, I meet with clients in person, and I treat every account with the same care I have for my own family's finances.

Read My Full Story
B.S. Economics — BYU M.P.A. Finance — Rockefeller Institute Hawaii Dept. of Agriculture 19 Years Finance Experience Ewa Beach, Oahu
Transparent Pricing

Simple, AUM-based fees

Portfolio Value Annual Fee
$30,000 – $500,0001.50%
$500,001 – $1,000,0001.25%
$1,000,001 – $5,000,0001.00%
Over $5,000,0000.50%

Fees are calculated monthly in arrears and billed as a percentage of your account's net liquidation value. No upfront fees, no performance fees, no hidden costs.

In addition to the advisory fee, clients pay small transaction commissions directly to Interactive Brokers — typically around $1 per trade.

You may terminate the advisory agreement at any time with written notice. No lock-in, no exit fees.

Fiduciary commitment: As a registered investment adviser in the State of Hawaii, I am legally required to act as your fiduciary — placing your interests before my own at all times. My fee is tied to your portfolio value, which means I only do better when you do better.

Ready to put your IRA to work?

A free 20-minute call is all it takes to find out whether the Active Harvest strategy is right for your situation. No pressure. No obligation.

Book Your Free Call