Fixed Income
Through active fixed-income management and proprietary research, we seek competitive performance consistent with our clients' objectives. We offer investment opportunities within the following strategies:
For more information about our fixed-income investment strategies, or to discuss your needs with a Legg Mason Investment Counsel professional, contact us today.
Tax-Exempt
We offer active management of tax-exempt municipal securities, customized to a client's state of residence. While there is no maturity limitation on individual securities, a portfolio's average effective duration is not expected to exceed 7 years.
Taxable
Portfolios can be customized with taxable options, including corporate and government investments. We manage primarily domestic investment-grade securities in a range of styles with varying maturities (intermediate to full range duration).
Cash Management
For investors seeking principal preservation and a high level of liquidity, we offer a cash management strategy, which invests primarily in high-quality, short-term securities. The maximum maturity on any security is generally limited to three years.
Socially Responsive Investing
We can enhance our capabilities to meet the needs of socially responsive investors. By applying social screens to our core fixed-income strategies, we can identify companies that meet our criteria for quality as well as a client's specific social guidelines. For more information on Socially Responsive Investing please view our SRI services page.
Legg Mason Investment Counsel
Equity
Our equity investment strategies offer opportunities in U.S. and international equities as well as socially responsive investing.
Alternative
We offer alternative investments for clients who desire further diversification or opportunities to pursue growth.