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ClearBridge Dividend Strategy SMA Client Letter

Market Commentary from Hersh Cohen and his team for the Dividend Strategy Portfolios SMA

  • Apr-07-2021
  • Market Commentary
  • public

The Hidden Cost of Aging Brochure

A compelling overview of how unexpected age-related care and housing expenses can derail a long-term retirement plan. Provides a summary of housing options as well as family, lifestyle, health care and financial considerations for each to help you formulate a plan.

  • Apr-20-2021
  • Brochure
  • public
  • PUB ID: TAPX015653

Fact Sheet - Model Portfolios - Income Series (Morgan Stanley)

Fact Sheet - Model Portfolios - Income Series (Morgan Stanley)

  • Oct-21-2021
  • Fact Sheet
  • public

Product Pitchbook - Martin Currie Emerging Markets (SMA) - (Long version)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis.

  • Aug-25-2021
  • Product Pitchbook
  • advisor

Microsoft PowerPoint - Martin Currie Emerging Markets (SMA) - 31 July 2021.pptx

Product pitcbhook (B/D)- SMA

  • Aug-25-2021
  • Product Pitchbook
  • advisor
  • PUB ID: MCXX562476

Fact Sheet - Model Portfolio - Franklin Templeton Alternative Completion (Morgan Stanley)

Fact Sheet - Model Portfolio - Franklin Templeton Alternative Completion (Morgan Stanley)

  • Nov-17-2021
  • Fact Sheet
  • public

Product Pitchbook - Western Asset Total Return Unconstrained Fund - (Detailed)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Aug-19-2021
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528254

PowerPoint Presentation

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Sep-20-2021
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528214

Product Pitchbook - Western Asset Ultra-Short Income Fund (Detailed)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Aug-19-2021
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528155

Product Pitchbook - Western Asset High Yield Fund (Detailed)

Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.

  • Aug-19-2021
  • Product Pitchbook
  • advisor
  • PUB ID: WASX528204

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.

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