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Advisor Guide - Scholars Choice

Advisor guide to Legg Mason's Scholars Choice 529 College Savings Plan with a breakdown of strategies, fees and expenses.

  • Aug-04-2020
  • Investment Idea
  • advisor
  • PUB ID: SCH5005

Clearbridge Custom Solutions: Solving for Your Clients' Needs

Broad summary of investment services offered by ClearBridge Custom Solutions group.

  • Jan-07-2021
  • Investment Idea
  • advisor

CUSIPs and Expenses - Legg Mason Total Advantage Funds

Relevant details for the different vintages of the Legg Mason Total Advantage Funds, including share class, expenses, and CUSIP information.

  • Mar-08-2021
  • Investment Idea
  • advisor

10/30/60 Second Elevator Pitches - Legg Mason Quality Dividend Index

Sales pitches for AIG wholesalers to use to discuss the Legg Mason Quality Dividend (LMQD) Index with advisors. The sales pitches are in 10-second, 30-second, and 60-second formats.

  • Mar-13-2020
  • Investment Idea
  • advisor

10/30/60 Second Elevator Pitches - Legg Mason/QS Model Portfolios for New York Life

Sales pitches for New York Life Agents to use in discussion of Legg Mason/QS Model Portfolios for New York Life with advisers. The sales pitches are in 10-second, 30-second and 60-second formats.

  • Apr-02-2020
  • Investment Idea
  • advisor

Embracing Change to Capture Growth

how Clearbridge Sustainability Leaders Portfolios pursues return through ownership and engagement with high quality companies.

  • Apr-06-2021
  • Investment Idea
  • advisor

Investment Idea - Western Asset Total Return Unconstrained Fund

Insight on why investors should turn to the Western Asset Total Return Unconstrained Fund.

  • May-10-2021
  • Investment Idea
  • public
  • PUB ID: WASX016151

Investment Idea - Scholars Choice Required Minimum Distributions

Consider using a 529 plan as an option for IRA distributions.

  • Aug-20-2020
  • Investment Idea
  • public
  • PUB ID: SCHX349103

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.