For nearly 30 years, Legend Advisory Corporation (LAC) has been actively managing investment portfolios, providing clients with the strategic vision they seek to help them achieve their goals. As a member of The Legend Group of Companies, Legend Advisory Corporation's history is rooted in the development of products and services for retirement plans. Today, in addition to serving this market, we are pleased to offer our asset management solutions to individual investors and the investment community at large.
Legend Advisory Corporation currently
manages approximately
$1.47 billion in assets. (as of
12/31/09)
Our History
Anticipating a growing demand for investment advice, Legend Advisory Corporation was one of the first investment advisors to design and deliver mutual fund asset allocation programs for retirement plan participants. Today, our Strategic Asset Management® (SAM®) service is offered to over 3,500 employer groups with more than 850,000 employees. SAM® is also available for IRAs and Roth IRAs, as well as non-qualified accounts.
Continuing on a path of innovation, in the 1990s, LAC began investing in artificial intelligence technology as it applies to the practice of investment management. As a result, LAC created the Asset Allocation Neural Network (AANN), a sophisticated computer modeling system which is now used extensively in the ongoing management of our investment advisory portfolios.
Building upon these successes, Legend Advisory Corporation launched the Freemark Series of Portfolios to provide individual investors with access to proactive money management strategies that reflect a wide spectrum of investment objectives. Since then, LAC has introduced the neuralvision® program, a dynamic asset allocation service created specifically for
retirement plan participants.
In addition, Legend Advisory Corporation has developed a collection of quantitative investment strategies based on continuing research conducted by our Investment Committee in conjunction with our proprietary neural network technology. These strategies are ideally suited to the development of custom and private label money management programs.