Our Investment Solutions

Legg Mason offers a broad range of wealth management solutions that integrate our leading investment management capabilities with the critical facets of financial planning for individuals and families. Our experienced and diverse team of wealth management specialists works closely with high net worth clients to understand their financial goals, and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management strategy for achieving enduring value, and ultimately, a unique and meaningful financial legacy.

Comprehensive Wealth Services

Trust Services

For high net worth investors, selecting a corporate trustee offers the peace-of-mind of continuity and professionalism in the management of wealth. As an asset manager with national trust powers, Legg Mason can serve as trustee, co-trustee, or as an agent for other trustees, for individuals and families throughout the U.S.

Legg Mason Investment Counsel

Estate Planning

A tailored, well-crafted estate plan assures that a client’s legacy will be passed on according to his or her vision, and provides for maximum protection against wealth reduction due to taxes or other risks. Our trust advisory experts work closely with clients and their outside advisors to seamlessly develop and implement estate plans that help to achieve these goals.

Legg Mason Investment Counsel

Charitable Giving

Charitable giving provides high net worth investors with an opportunity to support, and positively impact, the causes that mean the most to them and their families. Our charitable giving experts can help these clients explore a variety of charitable giving strategies and identify those that offer the greatest tax efficiency.

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Socially Responsible Investing

As a growing number of investors require socially responsive investing solutions, many need additional information to make appropriate choices for their investment portfolio. Our socially responsive investing experts can design a customized investment plan that is aligned with a client's own social investment guidelines. Through a comprehensive stock screening and selection process, socially responsive portfolios seek best-in-class by industry to maximize return potential.

ClearBridge Investments
Legg Mason Investment Counsel 

 

All product categories listed above are offered by Legg Mason Investor Services (LMIS), LLC, not Legg Mason, Inc.


Dedicated Wealth Management

High net worth investors have access to Legg Mason’s institutional quality investment management through a variety of strategies, asset classes and investment styles.

A collection of our investment managers provide services exclusively for high net worth investors, offering extensive expertise in customized portfolio construction and management. Based on clients’ financial goals, these wealth managers design and implement portfolios that span a range of investment objectives. Portfolio construction encompasses balanced, growth, value and fixed income options.

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Investment Strategies

Alternatives

We offer investment opportunities in directional and absolute return strategies across global financial markets by providing access to independent investment managers worldwide through multi-manager and single manager funds, separate accounts, and participation in structured products. Our value added is derived from well-honed manager selection and risk management processes, our creative product engineering and ongoing asset allocation combined with a top down world view. Core strategies include Long/Short, Global Macro, Event Driven, and Fixed Income Trading.

Permal Group

Separately Managed Accounts

We provide a full spectrum of innovative investment solutions, including U.S. and international equity and fixed income strategies.

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Legg Mason Separately Managed Accounts

Closed-End Funds

We offer a comprehensive lineup of closed-end funds that targets compelling investment opportunities across equity and fixed income markets.

Legg Mason Closed-End Funds

Mutual Funds

Whatever your investing needs, you can look to our family of funds for the building blocks of a long-term investment plan. We offer a broad range of mutual funds that can help you construct a well-diversified portfolio to suit your goals and risk tolerance.

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