The Investment Management Process

Legend Advisory Corporation believes investment success is the result of a carefully crafted strategy that is executed with consistency, perseverance and attention to detail.

Legend Advisory Corporation's investment philosophy focuses on diversification¹ as a key factor of investment performance. Legend Advisory’s managed portfolios utilize artificial intelligence technology to facilitate the asset allocation process and deliver broadly diversified investment portfolios designed to reflect a range of investment objectives and risk tolerances.

Because the global marketplace undergoes constant change, Legend Advisory Corporation also feels that prudent investment management requires the asset allocation process to be dynamic and ongoing in nature. Legend Advisory Corporation's process follows a strict discipline that allows assets to be allocated in anticipation of changing market conditions. The portfolios are monitored regularly and allocated when deemed appropriate in an effort to capitalize on perceived market opportunities and attempt to minimize the effects of potential market downturns.

Additionally, Legend Advisory Corporation believes mutual fund selection is a vital component in the success of its asset allocation programs. In conjunction with proprietary fund selector technology, Legend Advisory Corporation’s investment analysts perform an extensive and ongoing evaluation of mutual fund companies and individual funds to determine suitable selections for inclusion in its managed portfolios.

¹Diversification does not assure a profit or protect against market loss.

Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.