Description
Mutual Solutions is a discretionary mutual fund investment program for affluent investors that offers professional mutual fund management and sophisticated research. This fee-based program is designed to help you develop your own distinct investment portfolio of no-load and load-waived mutual funds "commission free." Using our own research process to analyze the mutual fund universe, our team of dedicated research analysts will design and actively manage a mutual fund portfolio tailored to meet your specific investment goals.
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Benefits
You have access to a professional team solely dedicated to selecting the most appropriate mutual funds for your investment portfolio.
You have the ability to customize our investment expertise and enjoy ongoing portfolio management to keep you on track with your investment goals.
Enjoy the convenience of an integrated fee-based program with no hidden costs.
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Features
Personalized Investment Policy Statement (Fiduciary coverage).
All Funds Purchased at Net Asset Value or "Commission Free."
Sophisticated Performance Reporting.
Consolidated Capital Gains Report and1099.
Ongoing Analysis of Mutual Fund Assets.
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Related Products/Services
Legg Mason Mutual Funds
Legg Mason Offshore Funds
Mutual Funds
Exchange Funds
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Mutual Solutions