Separately Managed Accounts
CLEARBRIDGE DIVIDEND STRATEGY PORTFOLIOS
CLEARBRIDGE MULTI CAP GROWTH PORTFOLIOS
CLEARBRIDGE LARGE CAP GROWTH PORTFOLIOS
WESTERN ASSET CORE PLUS PORTFOLIOS
Understanding Separately Managed Accounts
Separately Managed Accounts offer the investor a balance of active and passive management.
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.