Legg Mason Investment Counsel is a globally recognized asset management firm committed to providing investment counsel and trust services to individuals, family groups and institutions. We work closely with our clients to determine their needs and build highly individualized solutions. We invite you to contact us.
Individuals & FamiliesA full range of services tailor-made to fit your individual needs. |
InstitutionsPut our proven investment management and counseling service to work for you and your organization. |
Financial ProfessionalsProducts and services you can depend on with a trusted partner. |
Services
Investment CounselObjective, independent insight to meet a wide variety of financial goals. |
Socially Responsive InvestingCustom-tailored solutions to ensure portfolios reflect ethical as well as investment guidelines. |
Trust ServicesPersonal trust and fiduciary capabilities expertly managed to serve the diverse needs of families and individuals. |
Family Office ServicesSpecialized expertise to help wealthy families simplify, coordinate, and conduct their financial and business affairs. |
Estate & Tax PlanningStrategic, ongoing advice to optimize the preservation and transfer of wealth while meeting specific tax needs. |
Charitable GivingSmart, efficient ways to realize tax savings while fulfilling a charitable vision. |
In The News
Julie Jackson, formerly of U.S. Trust, joins LMIC as Portfolio Manager and Principal in New York.
Hear William Poole, former Federal Reserve official and a leading expert on monetary policy, speaking at our August 13, 2009 Investment Forum on the state of the U.S. economy and the role of the Fed.
Socially Responsive
Messenger Newsletter
Issue 2: 2009 - Our Socially Responsive Investing team addresses relevant social issues impacting our society, economy and environment.