Managed Money - Legg Mason
Description

Legg Mason's Portfolio Management Group provides extensive investment advice through an exclusive team of professional Legg Mason money managers. Supported by over a century of experience and expertise, our money management experts will help you determine the appropriate asset allocation for your portfolio, implement a custom investment strategy, and provide ongoing evaluations of your investment performance.

Benefits

  • You enjoy maximum flexibility, a fully customized portfolio, and ongoing professional portfolio management to keep you on track with your investment goals.
  • Onsite money managers work very closely with your Legg Mason Financial Advisor to build and maintain your custom portfolio.
  • Enjoy the convenience of an integrated fee-based program with no hidden costs.


Features

  • Professional portfolio management for equity, fixed income and balanced portfolios
  • A portfolio tailored to your specific investment profile including goals, income needs, risk tolerance, etc.
  • Ongoing communication between you, your Legg Mason Financial Advisor and your Legg Mason Portfolio Manager
  • Tax-efficient portfolios where applicable
  • Detailed reporting


Related Products/Services

Managed Money - Outside Managers
Fee-Based Brokerage Services
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