Legg Mason Investment Counsel: A Comprehensive Review

Introduction

In the world of investment and wealth management, Legg Mason Investment Counsel is a well-known name. Founded in 1899, the company has been providing top-quality investment advice and management services to its clients for over a century. In this article, we will take a closer look at Legg Mason Investment Counsel and its various offerings.

About Legg Mason Investment Counsel

Legg Mason Investment Counsel is a registered investment advisor and a subsidiary of Franklin Templeton. The company offers a wide range of investment services, including portfolio management, financial planning, and investment research. Legg Mason Investment Counsel caters to both individual and institutional clients and has a team of experienced investment professionals.

Investment Philosophy

Legg Mason Investment Counsel follows a disciplined, value-based investment approach. The company’s investment philosophy is centered around three core principles: quality, valuation, and diversification. The company’s investment team conducts extensive research and analysis to identify high-quality companies with attractive valuations.

Investment Services

Legg Mason Investment Counsel offers a diverse range of investment services to its clients. The company’s portfolio management services include equity, fixed income, and multi-asset class strategies. Legg Mason Investment Counsel also provides financial planning services, which include retirement planning, education planning, and estate planning.

Client Segments

Legg Mason Investment Counsel caters to a wide range of clients, including high net worth individuals, families, and institutions. The company’s institutional clients include endowments, foundations, and pension plans.

Performance

Legg Mason Investment Counsel has a strong track record of delivering superior investment performance. The company’s investment strategies have consistently outperformed their respective benchmarks over the long term.

Awards and Recognition

Legg Mason Investment Counsel has received numerous awards and recognition for its investment expertise and client service. The company has been ranked among the top wealth managers by various publications, including Barron’s and Forbes.

Fees

Legg Mason Investment Counsel’s fees vary depending on the type of service and the amount of assets under management. The company’s fees are competitive and transparent, with no hidden charges.

Conclusion

Overall, Legg Mason Investment Counsel is a reputable investment advisor with a strong track record of delivering superior investment performance. The company’s disciplined, value-based investment approach and diverse range of investment services make it a compelling choice for both individual and institutional clients.

People Also Ask

Q: What is Legg Mason Investment Counsel?
A: Legg Mason Investment Counsel is a registered investment advisor that provides portfolio management, financial planning, and investment research services to individual and institutional clients. Q: What is Legg Mason Investment Counsel’s investment philosophy?
A: Legg Mason Investment Counsel follows a disciplined, value-based investment approach that focuses on quality, valuation, and diversification. Q: What types of clients does Legg Mason Investment Counsel cater to?
A: Legg Mason Investment Counsel caters to a wide range of clients, including high net worth individuals, families, and institutions. Q: What is Legg Mason Investment Counsel’s fee structure?
A: Legg Mason Investment Counsel’s fees vary depending on the type of service and the amount of assets under management, and are competitive and transparent.