Philosophy
Wealth measured by what you pass on.
Reese Legacy Capital was built on a simple belief: real wealth isn’t measured only in dollars. It’s measured in the opportunity, values, and security a family is able to pass on to people who aren’t born yet.
Build something meant to last more than one generation. That’s the standard we hold every portfolio to.
Robert Reese, founder
Where the long view comes from
A family that learned to think in generations.
My great-grandfather, H.B. Reese, was a dairy farmer and the father of sixteen children who set out to build something of his own. What he built became the Reese’s Peanut Butter Cup. I bring that same long-term mindset to the families I work with today.
- 1928H.B. Reese invents the Reese’s Peanut Butter Cup.
- 1963His sons sell the company to Hershey, and the family turns its attention to a different kind of work: preserving what he built and growing it across generations.
- TodayI manage the Reese Family Trust. After a career in sports entertainment, an entrepreneurial path that runs in the family, I founded Reese Legacy Capital to bring the same care to other families.
Three principles
What guides every decision.
Measure what lasts
A portfolio is judged against what a family needs over decades, not against last quarter’s headlines.
Own the decisions
The person who builds your portfolio is the person who manages it, explains it, and answers for it.
Discipline over trends
I build portfolios to hold up over decades.
Security selection
Thoughtful selection of individual securities, blending fundamental and technical analysis.
Options, used carefully
Strategic, risk-managed use of options to generate income and help manage downside risk, where appropriate for the account.
Tax-aware and trust-aware
Investment decisions made with taxes in mind and coordinated with your CPA, and trust portfolios managed with the trust’s terms and requirements in view.
Aligned with your family
Portfolios built around your family’s values and long-term goals, along with your risk tolerance.
Who I serve
For families where wealth is about more than the present.
If you’re thinking about how your assets can support your children, grandchildren, and beyond, this firm was built for that conversation.
Business owners planning succession
Turning a life’s work into a plan the next generation can actually carry forward.
Families with inherited or accumulated wealth
Responsible, active management for assets that need to serve more than one generation.
Trustees and beneficiaries
Careful management of trust portfolios, aligned with fiduciary standards and the family’s intent.
Start here
Let’s talk about what you want to pass on.
Disclosures
Reese Legacy Capital is a registered investment adviser in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Investing involves risk, including the possible loss of principal. Options involve risk and are not suitable for all investors. Reese Legacy Capital does not provide legal or tax advice. This page is general information and is not personalized investment advice. Reese Legacy Capital is not affiliated with, sponsored by, or endorsed by The Hershey Company. The image of the office is an illustration.
For a full description of services, fees, conflicts, and risks, request Form ADV Part 2A, or review the firm at adviserinfo.sec.gov.