Photo for Learn About Our Services

When it comes to investing, having a broad range of options available can help bring your portfolio to a new level.

Learn About Our Services

Take Investing to a new level

While many investors recognize the need to diversify, determing which investments to include in your portfolio - and how much to invest in each - can be a difficult challenge. You can attempt to make these kinds of decisions on your own, or you can let our team of experienced investment professionals manage your assets for you.

Portfolios are reallocated as deemed necessary, providing clients with the opportunity to take advantage of the market's current potential for growth, while at the same time minimizing exposure to asset classes that are expected to underperform. This process helps establish the appropriate mix of investments for specific portfolios, given the portfolios' objectives and tolerance for risk. This approach provides your investments with the ongoing, proficient attention that can mean the difference between achieving or falling short of your long-term goals.

DYNAMIC PROGRAMS: Global Asset Allocation Portfolios for Different Market Cycles

Legend Advisory, LLC's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities.

For more information on a specific portfolio click on the portfolio below.

Defensive
Strategy

A defensive strategy may help minimize the risk of losses in a volatile market and be an attractive complement to our risk-adjusted portfolios.

Fixed Income

Risk-Adjusted
Strategies

Risk adjusted strategies allow you to select the strategy that is best suited to your needs based on your investment objectives, risk tolerance, investment time horizon and financial status.

Conservative
Conservative
Balanced
Balanced
Total Return
Total Return
Appreciation
Appreciation
Growth
Growth

Income Strategy

A strategy for generating income may help you manage the distribution of your hardearned savings into a steady income stream to support your new lifestyle in retirement.

Managed Income
  • Domestic Equity - Large Cap
  • Domestic Equity - Mid Cap
  • Domestic Equity - Small Cap
  • International Equity
  • Emerging Markets Equity
  • Foreign Debt
  • High Yield Debt
  • High Quality Debt
  • Real Asset
  • Cash

Versatile
Strategy*

Absolute return investing is known as an alternative to traditional relative return strategies. An absolute return strategy may be appropriate for investors who wish to invest in a wider universe of asset classes without fixed asset weightings of traditional asset allocation approaches.

Absolute Return

The above illustrations are designed to provide a general representation of each portfolio's holdings. This is a hypothetical example only and is not indicative of any specific allocation a portfolio will employ at a given time. Please note that the Fixed Income and Managed Income Portfolios are only offered in select programs.

*An absolute return strategy may not be suitable for all investors. You should consider your investment objectives, risk tolerance and time horizon carefully before investing.

STRATEGIC ASSET REBALANCING SOLUTION

These broadly diversified portfolios (STARS) are designed to provide effective investment solutions for a variety of investors. The portfolios are rebalanced semi-annually and reviewed annually for asset allocation changes.

STARS I
STARS I
STARS II
STARS II
STARS III
STARS III
STARS IV
STARS IV
STARS V
STARS V
  • Domestic Equity - Large Cap
  • Domestic Equity - Mid Cap
  • Domestic Equity - Small Cap
  • Emerging Markets Equity
  • Foreign Debt
  • High Yield Debt
  • High Quality Debt
  • Cash

The above illustrations are designed to provide a general representation of each portfolio's holdings. This is a hypothetical example only and is not indicative of any specific allocation a portfolio will employ at a given time. Diversification or asset allocation do not guarantee a profit or protect against a loss.

Work with a Financial Professional

Start the process by contacting one of our financial professionals who will set up a complimentary one-on-one consultation to help you determine your risk tolerance, time horizon and investment objectives, as well as help assist you in selecting the appropriate investment strategy to help you achieve your goals.

Why Work with a Financial Professional

Why Legend Advisory?