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 Managed Money - Outside Managers |
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Description
Legg Mason’s Investment Consulting Group provides custom consulting services to both individual and institutional investors. Our dedicated investment consultants will you help determine the appropriate asset allocation for your portfolio, assist you in selecting professional money managers, and provide ongoing evaluations of your investment performance.
If you seek access to the same customized consulting used by some of the largest and most sophisticated institutions, the Investment Consulting Group offers an exclusive Advantage Managers program. Through this program, Legg Mason works with a select group of professional managers offering separate account management to clients with accounts as small as $100,000.
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Benefits
Offers you a seamless approach to professional investment management that is customized to meet your specific needs and goals.
Conveniently leverages the expertise of professional money managers for your unique investment objectives.
Provides you with the data to evaluate the performance of your investment manager from several risk and return perspectives and enables you to assess whether the manager(s) are successfully fulfilling your stated investment objectives.
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Features
A thorough search process and evaluation of professional money managers for your investment portfolio.
A wide range of consulting services and expertise.
Professionally tailored investment strategies based on your time horizon, cash flow needs, return requirements, risk tolerance, and other relevant issues.
Comprehensive performance reporting that includes: Asset Allocation, Portfolio Activity, Total Return Performance, Portfolio Appraisal, Realized Gains and Losses Detail, and a Description of Equity Holdings.
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Related Products/Services
Managed Money - Legg Mason
Fee-Based Brokerage Services
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