|
Quantitative Investment Strategies
Legend Advisory Corporation offers customized asset management solutions to service the unique needs of institutional investors, including endowments, foundations, trusts, not-for-profit organizations and defined benefit plans. We can assist your committee in the design, implementation and ongoing management of a comprehensive investment strategy that reflects organizational requirements and objectives.
In accordance with your organization's requirements, Legend Advisory Corporation can develop a customized asset management program that includes a combination of global equity and fixed income securities in traditional brokerage accounts, separately managed accounts and/or asset allocation services.
Turnkey Investment Advisory Programs
The Freemark Freedom Series® of Portfolios were designed to provide individual investors and institutions with access to dynamic investment management programs. <more>
Our §401(k) & Thrift Plan fiduciary services include:
• Investment plan development
• Due diligence
• Fund management review
• Fund selection
• Model portfolio recommendation
• Asset allocation via
our proprietary neural network
• Portfolio monitoring
• Proactive portfolio reallocation
• Performance evaluation and reporting
• Client education
|