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 Mutual Fund Research Consulting |
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Description
The Legg Mason Mutual Fund Research Consulting (MFRC) program is an investment advisory service for affluent investors that serves as co-investment fiduciary in helping you make the most appropriate investment choices. This program can be applied to virtually any type of account that includes mutual fund assets held outside of Legg Mason. It has been designed for both qualified and non-qualified portfolios, for example: Tax Deferred Plans (401(k), 403(b), 457, Profit Sharing, Defined Benefit, etc.), Trust Companies, or Associations.
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Benefits
This flexible program can be applied to virtually any Third Party Administrator (TPA), and your assets can be held anywhere. We will customize recommendations according to the TPA's universe of available funds.
You have access to the many resources of the Mutual Fund Research department and can customize our services according to your specific needs.
Enjoy the convenience of quarterly portfolio reviews, ongoing research reports, and alternative fund recommendations when your current holdings experience any fundamental change, or, fall out of favor.
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Features
Legg Mason serves as the co-fiduciary
Program provides: Detailed Portfolio Reviews, Asset Allocation Models, Screening Resources, and Ongoing Research including:
Research Reports
Portfolio Tracking with Commentary
Performance Spreadsheets
Classification Spreadsheets
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Related Products/Services
Equity Research
Fixed Income Research
Legg Mason Mutual Funds
Mutual Fund Research
Mutual Funds
Research
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