Institutions
Legg Mason Investment Counsel offers sound, time-tested investment management and a broad array of services dedicated to institutional investors. Our experience and success in the industry underscores our commitment to quality, performance, and effective client service.
Helping you achieve a variety of objectives
Working with Legg Mason Investment Counsel, institutional clients can count on:
- A history of excellence. Legg Mason, Inc. is one of the world's oldest and most respected asset management firms. With Legg Mason Investment Counsel, our institutional clients are part of this global powerhouse, enjoying proven investment strength and clear dependable approach to asset management.
- Comprehensive investment counsel. Our core capabilities are in mid- to large-capitalization growth equities and domestic fixed income. In addition, we offer access to an array of premier investment managers in varied disciplines with diverse asset class specialties.
- Depth and breadth of services. We draw on the diverse capabilities of Legg Mason, Inc. and its distinctive investment management subsidiaries to provide complete solutions to meet the needs of institutional investors. In addition, we accommodate our clients' specific needs, offering asset allocation and investment policy consulting for all or part of their portfolios.
- A proven approach. We adhere to a disciplined investment process that relies on proprietary, independent research and the collective expertise of our in-house analysts. Over time, we have provided consistently competitive performance meeting a wide range of objectives.
- Sophisticated professionals. Our portfolio managers have an average of 23 years of investment experience. Not only do they attend to the investment side of the relationship but the client servicing aspect as well. Our institutional clients enjoy fully customized solutions with quick, responsive service.
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.
