Services
Legg Mason Investment Counsel offers a comprehensive array of investment management and trust solutions. We are in the unique position to bring our clients the backing of a global asset management powerhouse while maintaining the size and structure of a smaller firm. The advantage to our clients: We provide access to world class resources and maintain the agility to respond to their individual needs.
Investment CounselObjective, independent insight customized to meet a wide variety of financial goals. |
Socially Responsive InvestingCustom-tailored solutions to ensure portfolios reflect ethical as well as investing 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. |
How Can We Help You?
Whatever your objective, we bring the commitment, experience, and expertise to help you achieve your goals.
Individuals & Families
A full range of services tailor-made to fit your individual needs.
Institutions
Put our proven investment management and counseling service to work for you and your organization.