SIMPLE IRA Investment Options
Legend's innovative self-directed IRA custodial account enables investors to select and hold mutual funds from multiple fund families in one account.
This means you can choose investments from 80+ nationally recognized mutual fund
families (representing thousands of individual funds) and you need only work with one investment provider— The Legend Group
®.
Legend Advisors can also offer fixed and variable annuities through the insurance companies with which they are appointed.
Mutual Fund Options:
- Aberdeen Funds
- Alger Funds
- Alliance Funds
- Allianz Funds
- American Century Funds
- American Funds
- American Growth Funds
- American Independence
- Aquila Funds
- AXA Enterprise Funds
- BB&T Funds/Sterling
- BlackRock Funds
- Calamos Funds
- Calvert Funds
- Catalyst Funds
- Cohen & Steers Funds
- Columbia Funds
- Davis Funds
- Delaware Funds
- Dreyfus Funds
- DWS Funds
- Eaton Vance Funds
- Evergreen Funds
- Federated Funds
- Fidelity Advisor Funds
- Fifth Third Funds
- First American Funds
- First Eagle Funds
- First Investors Funds
- Forward Funds
- FPA Funds
- Franklin Templeton Funds
- Gabelli Funds
- Goldman Sachs Funds
- Hartford Funds
- Henderson Global Funds
- Highmark Funds
- Hotchkis & Wiley Funds
- Icon Funds
- ING Pilgrim Funds
- Internet/Kinetics Funds
- Invesco Funds
- Ivy Funds
- John Hancock Funds
- JP Morgan Funds
- Keeley Funds
- Legg Mason Funds
- Loomis Sayles Funds
- Lord Abbett Funds
- Mainstay Funds
- MFS Funds
- MTB Funds
- Morgan Stanley
- Munder Funds
- Nations Funds
- Nationwide Funds
- Natixis Funds
- Nuveen Funds
- Oppenheimer Funds
- Pacific Advisors Funds
- Pacific Life Funds
- PIMCO Funds1
- Pioneer Funds
- Principal Funds
- Prudential Funds
- Putnam Funds
- Quaker Funds
- Ridge Worth Funds
- Riversource Funds
- RS Funds
- Saratoga Funds
- Seligman Funds
- Sentinel Funds
- SunAmerica Funds
- TA IDEX Funds
- Thornburg Funds
- Timothy Plan Funds
- Touchstone Funds
- Van Eck Funds
- Victory Funds
- Virtus Funds
- Waddell & Reed Advisor Funds
- Wells Fargo Funds
Fixed and Variable Annuity Options
With Legend, you also have access to a variety of fixed
and variable annuities. Ask your Legend Advisor for details.
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
3 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 PIMCO Funds charge a "mutual fund surcharge" of $10.00 for the purchase and/or redemption of shares that is passed through to investors. The fund families subject to a "mutual fund surcharge" may change without notice. Please check with your Legend Advisor for details.
2Diversification does not assure a profit or protect against market loss.
3Variable annuity options are also available.
*80+ mutual fund family choices are available only when FTC is the custodian and Pershing, LLC is the clearing firm.
Pershing, LLC is not an affiliate of Legend Equities Corporation.
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.