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Managed Income Portfolio

Legend Advisory Corporation's Managed Income Portfolio is designed to offer retirees a comprehensive and flexible solution for managing and distributing their retirement assets. The portfolio is diversified and proactively managed by a team of professionals in a program that seeks to produce an income stream while attempting to maintain an appropriate balance between growth and risk.1

As the investment adviser for the Managed Income Portfolio, Legend Advisory Corporation employs proprietary artificial intelligence technology to help develop the portfolio's asset allocation strategy. Legend Advisory Corporation’s distinctive investment management process is based on a proactive, continual evaluation of numerous variables that influence world markets and investment returns. The portfolio is monitored regularly and allocated as deemed necessary in an effort to position assets to take advantage of perceived market conditions. This dynamic approach is designed to ensure that your investments receive ongoing, expert attention that can help you achieve your long-term goals.

Furthermore, mutual funds selected for inclusion in the program are carefully screened by Legend Advisory Corporation’s investment analysts, in conjunction with proprietary fund selector technology.

Investor Benefits

The Managed Income Portfolio offers several features that may provide a financial solution throughout your retirement years:
  • An investment program that seeks to provide an income stream that will last as long as you need it
  • Flexibility in choosing how your income is withdrawn, as well as the flexibility to modify your strategy as needed
  • Accessible assets, should you need additional funds to cover unforeseen expenditures
  • Funds from various retirement accounts can be consolidated into your Managed Income Portfolio to simplify communications and record keeping
Ask your Legend Advisor if the Managed Income Portfolio may be right for you.

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

Distributions from a traditional retirement account are subject to ordinary income taxes. Distributions taken prior to age 59½ may be subject to an additional 10% penalty.


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