Legg Mason high net worth (HNW) portfolios are now available on the ESI Illuminations platform.
Legg Mason HNW portfolios seek to deliver long-term capital growth against specific risk ranges to help you meet your financial goals, providing growth potential while mitigating unwanted volatility.
Highlights
- Each portfolio invests across multiple managers and asset classes to suit almost any investor’s asset allocation and diversification needs in a single portfolio.
- Includes an allocation to SMAs, making it easy to tailor to investor needs.
- Offered by an SMA market leader with over $88 billion1 in assets under management.
Strategy Details
Target Asset Mixes 5 portfolios across 5 risk profiles/1 all-equity ESG portfolio
Vehicles SMA, mutual fund
Style Active
Minimum $750,000
Rebalance Schedule2 Rebalanced monthly to targets/Strategic asset allocation updated annually
Learn More about Legg Mason
Legg Mason Marketing and training materials – as well as a sales map – are available on the ESI Illuminations platform.
1Source: Cerulli Associates, The Cerulli Managed Edge U.S. Managed Accounts 1Q20 Edition. Data as of December 31, 2019
2Subject to change. Allocations are reviewed monthly and rebalanced back to targets if the actual weight is more than 5% from the target. If circumstances warrant, there may be off-cycle reallocations. Diversification does not ensure a profit or protect against loss
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