Professional Investment Management Solutions
Why Do So Many Investors Choose
to Have Their Portfolios Managed Professionally?
Consider the following questions:
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Have you set a savings target and
implemented a strategy to achieve your objectives? |
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Do you know which types of investments
can best help you reach your goals? |
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Are you comfortable researching, selecting and monitoring the individual investments in your portfolio and keeping abreast of world economic and market conditions? |
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Is your portfolio properly diversified in an attempt to minimize the effects of market volatility on your nest egg? |
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Is your portfolio allocated when necessary in an attempt to take advantage of potential market opportunities and to minimize the effects of market downturns? |
If your answer to any of these questions is "No", we invite you to learn more about how a professionally
managed portfolio can help you work toward achieving your long-term financial goals.
Dynamic Asset Allocation
Legend provides access to professional asset allocation services through Legend Advisory Corporation, a registered investment
adviser. These programs are designed to make professional investment selection, advanced asset allocation techniques
and dynamic portfolio management available to individual investors. Legend Advisory Corporation's Investment Committee
employs cutting-edge
artificial intelligence technology in the ongoing management of these programs. Assets are
allocated among a diversified
1 group of mutual funds
2 from nationally recognized fund families in an
effort to take advantage of the markets' potential for growth while attempting to manage the risks inherent in equity investing.
Professional Investment Management Portfolios
Legend Advisory Corporation's professional investment management solutions include the following programs:
Your Legend Advisor can work with you to choose the program and portfolio that may best suit your individual situation,
investment temperament and financial goals.
1Diversification does not assure a profit or protect against market loss.
2Fixed and variable annuity options are also available.
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.