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Let’s face it, it’s not easy making investment decisions in today’s rapidly changing market.

Why Choose Professional Portfolio Management

Many investors think they are diversified but often end up with more exposure in certain investments or asset classes than they intended. Your Financial Professional can help you understand how you're currently invested to see if you're on track to meet your goals.  

Legend Advisory'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.

 

OUR INVESTMENT TEAM PROACTIVELY ALLOCATES YOUR PORTFOLIO IN AN ATTEMPT TO TAKE ADVANTAGE OF CURRENT MARKET GROWTH


Applies to Dynamic Programs

Legend Advisory combines experience in the industry with sophisticated technology in order to proactively allocate portfolios in an attempt to take advantage of perceived market opportunities

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Experience

Legend Advisory, a registered investment adviser, has provided professional portfolio management since 1978.

In 1991, Legend Advisory pioneered the development of one of the first dynamic mutual fund asset allocation programs to employ artificial intelligence technology in the ongoing management of investment portfolios.

Legend Advisory provides diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios with a wide range of objectives.

Legend Advisory currently manages approximately $1.51 billion in assets (as of 9/30/18).

Technology

Legend Advisory's investment discipline utilizes a sophisticated tool, AANN (Asset Allocation Neural Network).

AANN makes predictions as to the relative strength of asset classes representing the major domestic and international equity and debt sectors.

AANN adapts and learns from past experience and attempts to predict the future performance of various asset classes by reviewing thousands of historical data inputs selected by our Investment Management Team and identifying and interpreting patterns and causal relationships as they relate to the major domestic and foreign debt and equity markets.

Selection & Monitoring

Legend Advisory researches and evaluates funds in an effort to identify investments we believe have the greatest potential to outperform others within an asset class.

The data from AANN and fund research is evaulated by the firm, along with current world, economic and political and capital market situations and a recommendation is developed as to how client assets should be allocated. This recommendation is the basis upon which specific portfolio allocations are made.

Legend Advisory reallocates portfolios as deemed necessary, positioning them to provide clients with the opportunity to take advantage of the market’s current potential for growth, while minimizing exposure to asset classes that are expected to underperform.

The portfolios are monitored and evaluated on a continuous basis.

Diversification or asset allocation does not assure a profit or protect against market loss.  

There is no guarantee that the recommendations made by AANN in the future will be accurate. AANN is a computer-based modeling tool which utilizes artificial intelligence to formulate its results. Output from AANN’s results are then used by Legend Advisory, along with fundamental analysis, to make investment decisions in managing the model portfolios. AANN does not, in and of itself make any investment decisions.