Legg Mason Separately Managed Accounts Offerings

Why Legg Mason?

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 and multi-style portfolios.

 


Diverse Offerings

Legg Mason’s affiliate managers combine expertise in a wide range of investment disciplines with a singular focus on delivering powerful financial solutions.

Backed by these independent affiliates, Legg Mason provides a complete suite of equity and fixed income offerings, including single-style, balanced, Multiple Discipline Accounts (MDAs) and customized portfolios.

 

Equities


Whether investors seek long-term growth, portfolio income or a combination, ClearBridge Investments offer a comprehensive array of quality solutions designed to meet their most important needs.

  • Domestic
    • High Active Share
    • Income Solutions
    • Managed Volatility
  • International
    • High Active Share
  • Environmental, Social and Governance (ESG)
 

Fixed Income


One of the world’s leading fixed income managers, Western Asset focuses on long-term, fundamental value investing. Its suite of taxable and municipal offerings allows clients to invest in domestic and global fixed income markets.

  • Tax-Exempt
    • Short
    • Intermediate
    • Core
  • Taxable
    • Short
    • Intermediate
    • Core
 

Balanced


Legg Mason balanced managed accounts bring together the equity expertise of ClearBridge with our largest fixed income manager, Western Asset. Together, they provide a convenient, one-stop approach to accessing our managers’ best ideas in a single account.

  • 60% stocks/40% bonds
  • 70% stocks/30% bonds
 

Multi-Style/Customized


Our Legg Mason Multiple Discipline Accounts (MDAs) and Customized Portfolios offer a comprehensive array of financial strategies designed to help meet the needs of discerning investors. These portfolios enable investors to individualize their asset allocation, offering choice and flexibility. 

  • Growth Equities
  • Value Equities
  • Core Equities
  • Global/International
  • Fixed Income (Taxable/Tax-Exempt)
  • Environmental, Social and Governance (ESG)
 
Advantages of Our Separately Managed Accounts:
  • 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.

Our Affiliates

Quality-Focused Equity

Global investment manager with over 50 years of experience and long-tenured portfolio managers.

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Fixed Income

One of the world’s leading global fixed income managers, known for team management and long-term fundamental value approach.

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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.

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