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INVESTMENT OPTIONS

Mutual Funds

Legend Advisors will help you select mutual funds that are tailored to your investment needs. Because Legend works with 78 mutual fund families and the more than 2,800 mutual funds they represent, the wide-range of choices allow our Advisors to offer numerous and varied investment options. From total return to capital preservation, Legend can help you choose the mutual funds that match your ultimate objectives. Below are just a few of the many top mutual funds Legend offers:

  • American Funds
  • Federated Funds
  • Fidelity Advisor Funds
  • Franklin Templeton/Mutual Series Funds
  • Ivy Funds
  • JP Morgan Funds
  • MFS
  • Oppenheimer Funds
  • Pioneer Funds
  • Putnam Investmentss
  • Rydex Fundss
  • Security Funds
  • Van Kampen Funds
  • Waddell & Reed Advisors Funds

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 before you invest or send money.

Annuities
Legend offers fixed and variable annuities from the country’s most highly rated insurance companies. Our Advisors can recommend which of the nearly 50variable annuity companies we work with will best match your investment objectives.
 
Insurance
Financial planning is more than just investments. Insurance is a crucial component to safeguarding your assets and loved ones. Legend offers term, variable and universal life policies, as well as long-term health care insurance. Our Advisors can work with you to assess your insurance needs as part of your financial plan.
 
Individual Securities
At Legend you can trade stocks, government bonds and corporate bonds sold on major exchanges or in over-the-counter markets. The ProCash Plus account, offered through Pershing, a Division of Donaldson, Lufkin & Jenrette Securities Corporation, allows investors to consolidate check writing, debit card services and investments into one account.
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The Legend Group, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (561) 694-0110  Facsimile: (561) 626-6465 Email: mailbox@legendgroup.com
Investment Advisory Services offered through Legend Advisory Corporation, a registered investment advisor.
Securities offered through Legend Equities Corporation, Member FINRA and SIPC.
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund or variable annuity, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money. The principal value of a mutual fund investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The principal value of a variable annuity or variable life policy will fluctuate so that an investor's shares, when sold, may be worth more or less than their original cost.
webmaster@legendgroup.com.
Copyright © 2003 The Legend Group. All rights reserved.
Revised: 01/10/08