SAM®/SAM® Select Portfolios
Legend Advisory Corporation's
Strategic Asset Management® (SAM®) and
SAM® Select services were designed to make professional asset allocation techniques,
investment selection and ongoing investment management available to individual investors.
SAM®
and
SAM Select® feature a total of
six actively managed mutual fund portfolios with objectives that range from conservative to aggressive. In line with each
portfolio’s objective, the portfolios seek to hold an optimal mix of mutual funds
1 in an effort to maximize returns while attempting to minimize risk.
Dynamic Money Management
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. Legend Advisory Corporation’s Investment Committee employs cutting-edge
artificial intelligence technology in the ongoing management of the
SAM®/SAM® Select portfolios.
Furthermore, Legend Advisory Corporation's strategic relationships with many nationally recognized
mutual fund families provide
SAM®/SAM® Select clients with access to the expertise of prominent money
managers. The
SAM®/SAM® Select Portfolios hold a variety of mutual funds
that have been hand-picked for inclusion by Legend Advisory Corporation’s team of investment professionals.
The
SAM®/SAM® Select Portfolios offer three levels of diversification:
2
- by Asset Class – domestic and foreign equities, fixed income and cash
- by Investment Type – i.e. large cap, small cap, value, growth
- by Fund Management Style – securities selection by individual mutual fund managers
Personal Service, Professional Guidance
Opening a
SAM® or
SAM® Select
account is simple. The process begins with a personal consultation with your Legend Advisor to establish a complete understanding of your financial objectives, expectations and
risk tolerance. Based on a thorough analysis of your investor profile, your Advisor can recommend the
SAM
® or
SAM® Select Portfolio that may be best suited to your goals.
Once your account is funded, you will receive quarterly statements detailing the performance of your investments. As you progress toward your investment goals, your Legend Advisor is available to discuss your portfolio or answer any questions you
may have.
1Fixed and variable annuity options are available as well.
2Diversification does not assure a profit or protect against market loss.
Investment in foreign securities involve risks relating to political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards.
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus or prospectuses carefully before you invest or send money.