Simply because the individual investor can access the very best portfolio management talent via a mutual fund. Previously, clients would have been required to meet several million dollar minimums. By constantly researching and identifying both the strong and weak characteristics of portfolio managers and their investment process, we can assure the client they are receiving the highest quality management talent. All portfolio managers that we recommend were screened using one on one interviews followed up with periodic conference calls. Each asset management client receives a quarterly performance report, detailing how they and Legend performed during the quarter.
Performance reports provide comparison against a number of indices.
Also, each investment vehicle in the portfolio is compared against the best fitting index for that vehicle. Our performance reports, while providing detailed information, are easy to read and understand. Client Education Education is very important to us. We will spend time educating each client about the different investment types and how they relate to market volatility, time horizons, and investment returns. It is our goal to make sure that the client understands and agrees with our investment philosophy before investing.