Financial Professionals
Legg Mason Investment Counsel offers the capabilities to fully meet the diverse needs of your clients. Our commitment to service ensures you receive the assistance and attention you require to streamline the needs of your business.
We can effectively partner with you to provide:
- Comprehensive investment services. We offer core capabilities in mid- to large-capitalization growth equities and domestic fixed income. In addition, we offer flexibility to add a wide range of asset management styles and classes from internal and external investment management firms.
- Investment strength. We offer both the investment selection and results you need to satisfy your client's objectives. Our disciplined approach to investment management has been tested through the years. Over time, we have provided strong and consistent performance meeting a wide range of objectives.
- Complete trust advisory solutions. We can help devise strategies and custom services to meet your clients' specific planning objectives. Depending on your needs, we can:
- Handle the administrative component of the estate planning programs you develop for your clients
- Provide a secure, knowledgeable and professional entity for your clients' trust needs
- Serve as a corporate trustee where a high level of independence and continuity is desired
- Educate your clients on the role of a trust and the services and duties of a trustee
- Quick and dependable resources. Our portfolio managers and trust advisory experts are available to answer your questions. As needs arise, call on us for information and answers.
Investment Counsel
Objective, independent insight customized to meet a wide variety of financial goals.
Socially Responsive Investing
Custom-tailored solutions to ensure portfolios reflect ethical as well as investment guidelines.
Trust Services
Personal trust and fiduciary capabilities expertly managed to serve the diverse needs of families and individuals.
Family Office Services
Specialized expertise to help wealthy families simplify, coordinate, and conduct their financial and business affairs.
Estate & Tax Planning
Strategic, ongoing advice to optimize the preservation and transfer of wealth while meeting specific tax needs.
Charitable Giving
Smart, efficient ways to realize tax savings while fulfilling a charitable vision.