Legend's innovative self-directed custodial account enables §457 plan participants to select and hold mutual funds from multiple fund families in one account.
This means you can choose investments from 14 nationally recognized mutual fund families (representing over 900 individual funds), and you need only work with one investment provider—
.
Periodic Rebalancing Option
Legend custodial accounts offer a Periodic Rebalancing Option (PRO) created to help investors maintain a diversified investment
portfolio. With PRO, you can specify how assets are to be allocated among the mutual funds within your portfolio and choose to have your portfolio automatically
rebalanced every 3, 6 or 12 months.
Professional Investment Management
Legend offers
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
2 group of mutual funds from nationally recognized fund families in an effort to take advantage of the markets’ potential for growth while striving to manage the risks inherent in equity investing.
1The number of funds in each family is as of 6/30/10. This number may vary at any time. Source: Morningstar.
2Diversification does not assure a profit or protect against market loss.
All investment options are subject to employer approval.
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.