Investment Counsel
At Legg Mason Investment Counsel, we take a personal approach to investment advice. We believe our clients' long-term success is a direct result of the time and attention we devote to understanding their objectives and developing tailored solutions. This distinct approach reflects a long history of providing trusted investment counsel centered on our clients' needs.
Thoughtful counsel
Our clients enjoy a close relationship with their trusted advisor—a bond that is sealed with active dialogue and constant collaboration. A select portfolio manager works one-on-one with each client to conduct a thorough assessment of his or her situation, and recommends investments best suited to their needs. Ongoing, the portfolio manager and his or her team serve as dependable partners for strategic advice and day-to-day communication.
Objective, independent insight to meet a wide variety of financial goals
With an average of 23 years of experience, our portfolio managers offer proven expertise and hands-on experience. And, because each manager oversees a manageable number of relationships, we offer a client-focused perspective and a high degree of personalization quite uncommon in the industry.
Built-in flexibility
Because clients' needs change, our advice must accommodate their needs both today and tomorrow. We listen to our clients, advise them and adapt as their goals or situations evolve. The close ties we maintain help ensure we are constantly meeting our clients' objectives, while providing the appropriate level of education and assistance along the way.
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.