Our Approach
Legg Mason Investment Counsel offers advice based on our knowledge of our client's financial situation. We believe there is no "one size fits all" approach; each portfolio is customized to reflect each unique circumstance.
Our objective is to maximize performance while managing risk through an investment discipline that is supported by fundamental research and a variety of dedicated resources.
Customization requires collaboration
We take a keen interest in what our clients say. The information they share, and the questions they ask, inform and guide every step we take on their behalf. From initial fact-finding meetings to ongoing investment reviews, our portfolio managers and clients work together.
A client-centered process
Our investment process starts with a customized plan based on a client's Investment Policy. We consider various factors, such as risk tolerance, desired return, and investment time horizon, to build a diversified portfolio that best meets the individual's or institution's objectives.
We monitor investments on a continuing basis and make modifications as market conditions and situations warrant. Portfolio managers stay in touch and are available throughout the process.
A strong ally
Our approach is driven by our culture—we reward investment professionalism as opposed to product distribution. Legg Mason Investment Counsel offers independent thinking as well as expert insight. We integrate these qualities throughout our process to deliver sound and objective advice to help our clients achieve their goals.
Legg Mason Investment Counsel offers:
- Customized asset allocation and portfolio design
- Proprietary independent research
- A disciplined investment process
- Dedication to exceptional service with low client-to-portfolio manager ratios
- Access to a broad array of asset classes, including those of Legg Mason affiliates