A Legacy Built On Innovation.

Through our unique approach, we have successfully assisted numerous clients in raising capital through both debt and equity offerings.

Belize Investment Market Return Report 2023

3rd Quarter Report, 22 September 2023

Legacy Fund: Financial, Trading & Tech Innovation Expertise

Belize Tourism Board Transformation Bond Dinner - 2023

Representatives from Legacy Fund Ltd., PPF Financial Services Ltd., and Ministry of Tourism.

Our firm stands strong on a foundation of enduring client relationships, professional partnerships and transformative financial services solutions.

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Our Professional Services

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We excel in the realms of advisory services, capital origination, and trading. We cater to individuals, governments, and institutions, unwaveringly committed to upholding excellence and guided by our core values in all our endeavors.

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Here are the professional services we offer

Career Oppoortunity

Advisory & Investments

With our expertise and strategic guidance, we help clients secure the necessary funding for their business ventures. Our experienced team analyzes market trends, evaluates investment opportunities, and leverages our extensive network to optimize outcomes.


Regional Investment Research

We emphasize data-driven decisions, conducting thorough research and generating insightful reports. Our research empowers individuals, businesses, and policymakers, fostering informed decisions, growth, and the development of Belize's economy.


Technology & Innovation

Acknowledging the changing world and embracing swift technological progress, we will be launching innovative apps that are pioneers in their respective domains. Our School POS for educational institutions, Micro Small Medium Enterprise App for business, and Trading app for investors, exemplify our dedication to technology's advancement for clients and the wider community.


Trading Services

With a retail market focus, we will be launching our online securities trading platform as the primary retail agent. In doing so, our aim is to expand investment opportunities, enhance participation, and stimulate growth within the securities market.

Capital is only the first step

Investment alone only gets you so far. Legacy partners with experienced professionals to realize the full potential of your goals. We tailor our services to your needs.

Here are a few notable examples of what we've accomplished

Closed Date : December 2012

Belize City Infrastructural Municipal Bond

Legacy(principal financial advisor that structured the bond) Proceeds used from the design of the Belize City Council Municipal Bonds with Legacy Fund Limited acting as financial advisor was used to aid in the retirement of their existing overdraft facility at ScotiaBank (Now Belize Bank) Limited, and for the construction and repair of streets and drains throughout Belize City.

Belize City Municipal Bond Prospectus Tombstone
Belize City Infrastructural Municipal Bond

Closed Date : April 2017

Belmopan City Council 2016 Series I Municipal Bonds

Proceeds from the sale of the 2016 Series I Bonds designed by Legacy Fund Limited went towards (i) enhancement of streets and drains; (ii) retirement of Holy Redeemer Credit Union term facility; (iii) purchase of machinery and equipment; and (iv) paying costs incurred in connection with the structuring, sale and delivery of the Series I Bonds.


Careers at
Legacy Fund

At our firm, every team member has a voice – we value a flat organization where the best ideas win.

: Belmopan City Council 2016 Series I Municipal Bonds


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