Separately Managed Accounts

Personalization

Portfolios customized to your
financial goals.

 

Active Management

Access to the professional money managers
who actively manage your portfolio.

 

Tax-Control

Offset capital gains by selling investments
that will produce a capital loss.

 


Control your investment with a MANAGED ACCOUNT

With an SMA, you place all of your investments — individual stocks, bonds, cash exchange-traded funds (ETFs)1 or other securities — in a single account, tailored to your specific financial objectives. You, along with your advisor, decide the account's makeup, giving you:

  • Influence over how your money is managed
  • The ability to pursue investment opportunities while staying involved
  • The flexibility to invest in different strategies or styles, while seeking the potential tax benefits that come from owning individual securities in separate accounts, versus mutual funds
  • The transparency of security ownership, fees and performance reporting

Are SMAs Right For You?

If you’re an investor seeking individualized control, flexibility, tax efficiency and active portfolio management, consider Separately Managed Accounts.

A Leader

One of the largest SMA providers,
with a history of innovation. 

 

Strong Investment Expertise

Backed by our independent investment
affiliates with the depth of resources that
comes from an industry leader.

 

Comprehensive Offerings

Across a complete suite of equity and fixed
income strategies, including single-style,
balanced, multi-style portfolios.

 


Solutions From an SMA Leader

With Legg Mason's deep capabilities and distinguished affiliate managers, ClearBridge Investments and Western Asset, bring together a history of innovation and expertise that affirms our commitment to delivering a full suite of powerful investment solutions, tailored to help you meet your evolving financial needs.


Our Separately Managed Accounts Offer:

  • Strong investment expertise backed by our independent investment affiliates.
  • Comprehensive offerings across equity styles and market capitalizations, as well as taxable and tax-exempt fixed income.
  • Environment, Social and Governance (ESG) Program, with style-pure strategies designed to actively incorporate sustainable investment guidelines.
  •  Customized solutions, personalized to meet your individualized investment objectives.
  • Exceptional service and support backed by the depth and breadth of Legg Mason’s internal and affiliate resources.

Delivering Personalized Financial Solutions

Legg Mason provides a wide range of investment disciplines with a singular focus on delivering personalized financial solutions.
 


FEATURED PRODUCTS

CLEARBRIDGE DIVIDEND STRATEGY PORTFOLIOS

CLEARBRIDGE MULTI CAP GROWTH PORTFOLIOS

CLEARBRIDGE LARGE CAP GROWTH PORTFOLIOS

WESTERN ASSET CORE PLUS PORTFOLIOS


Featured Content

Understanding Separately Managed Accounts

Separately Managed Accounts offer the investor a balance of active and passive management.

Sustainability Investing

ESG investing allows an investor to achieve their goals in a way that is consistent with their beliefs.

ClearBridge Large Cap Growth Portfolios

ClearBridge Large Cap Growth is designed for investors seeking long-term capital appreciation through investments in large-capitalization companies with the potential for future earnings growth.

ClearBridge Multi Cap Growth Portfolios

ClearBridge Multi Cap Growth Portfolios, designed for investors seeking a growth portfolio with the ability to invest in all market capitalizations.

Market Tested, Proven Results

The Western Asset Core Plus Portfolios seek to maximize total return through an actively managed, well-diversified core fixed income strategy.

Laddered Bonds, Expert Selection

When it comes to creating a stable stream of income, Western Asset believes laddered portfolios may offer advantages over self-managed portfolios.

The Three R's of dividends

With ClearBridge Dividend Strategy Portfolios, investing for income is elementary. Go back to basics targeting dividend growth, risk management and total returns.

Looking for Growth? Get Active.

In today’s market, growth is harder to find. ClearBridge All Cap Growth Portfolios seek to weather underperformance by a specific market cap segment in any given year.

ClearBridge Dynamic MDA Suite

To help promote the suite of the ClearBridge Dynamic MDAs, specifically the spectrum of offerings and to centralize the related marketing collateral.

Legg Mason Balanced Portfolios

Legg Mason Balanced Portfolios offer investors solutions to help manage downside volatility and seek long-term capital appreciation through a balanced approach to diversification across equity and fixed income.


1 An exchange-traded fund, or ETF, is a security that tracks an index, a commodity, or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs experience price changes throughout the day as they are bought and sold.

Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Legg Mason-affiliated sub-advisers: ClearBridge Investments, LLC and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-advisor or, in the case of certain programs, the program sponsor or its designee.

All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met. 

Active management does not ensure gains or protect against market declines.

There is no guarantee that the Portfolio's objectives will be met.

Diversification does not guarantee a profit or protect against loss.

Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the promotion or marketing of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.