About Us

Overview

SMA Capabilities

The Legg Mason group of companies is one of the largest managers of separately managed accounts in North America. Our portfolios offer investors access to a broad range of U.S., international and global equity, and fixed income strategies, backed by the vast resources of a world leader in money management.

Our separately managed accounts provide Canadian investors with a broad range of innovative investment solutions through a model-based delivery.

What is a Separately Managed Account?

Separately managed accounts (SMA) are an investment portfolio of individual securities - managed by a professional money manager - that can potentially be tailored to meet specific investment objectives. SMAs are offered in a wide variety of asset classes and investment styles, and are generally available through investment brokers, advisers and financial planners.

When you invest in an SMA, you own individual securities. Although SMAs have set investment styles or strategies, investors may have the freedom and flexibility to tailor their portfolios to address their personal preferences and financial goals. Although portfolio managers may oversee hundreds of separately managed accounts, your account is "separate" and distinct from all others.

The Many Features of Separately Managed Accounts

Customization: portfolio can be tailored to address specific needs of investors
Transparency: can see all holdings in account, allowing for tax management flexibility
Tax Efficiency: specific securities can be bought and sold to harvest gains or losses
Professional Management: provides access to professional money management services

Access to Leading Investment Managers

ClearBridge Advisors, LLC

Investment Specialty: U.S. Equities, (including Socially Aware Investments)
Established in 2006, ClearBridge Advisors has a 43-year heritage of asset management experience. The firm is known for its research-driven, fundamental approach to investing, offering actively managed U.S. equity products in a wide range of capitalizations and styles.

Brandywine Global Investment Management, LLC

Investment Specialty: U.S. Equities
Founded in 1986, Brandywine Global pursues a disciplined, value approach. The firm seeks to identify companies trading below their true long-term profit potential. The firm's rigorous fundamental research seeks to identify those companies with catalysts that can spur a return to normal valuations.

Global Currents Investment Management, LLC

Investment Specialty: International and Global Equities, (including Socially Responsible Investments)
Global Currents was established by a team of investment professionals with a long history of offering investors access to high-quality, undervalued companies from across the world's developed and emerging markets. While the firm was established in July 2008, the core investment team has been managing the same global equity strategies for over 15 years.