Working with Legion Portfolio Services gives independent advisors access to a comprehensive set of investment services specifically designed to deliver consistent, repeatable results. We developed this investment process based on rigorous research and a disciplined, academically-based investment philosophy.
We have attracted some of the brightest and most recognized names from the field of finance to provide expert insight into the three core components of our investment philosophy. Known as Scientific Portfolio Theory, this approach combines our understanding of investments and money management with our understanding of investors to form a unified, scientifically-tested solution.
Scientific Portfolio Theory is a registered trademark of Bellatore, LLC.
We have attracted some of the brightest and most recognized names from the field of finance to provide expert insight into the three core components of our investment philosophy. Known as Scientific Portfolio Theory, this approach combines our understanding of investments and money management with our understanding of investors to form a unified, scientifically-tested solution.
Scientific Portfolio Theory™
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Understanding of Investments
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Understanding of Money Management | Understanding of Investors |
| Nobel Prize-winning principles of Modern Portfolio Theory | Access to institutional quality and experience | Behavioral Finance and Behavioral Portfolio Theory |
| Asset allocation as the basis for managing portfolio risk and return | Minimal style drift | Preferences go beyond risk and return |
| Markets are generally efficient | Low-cost, value-added trading and execution | Goal-based client investment process |
| Effective diversification is necessary | More reliable performance | |
| Quantitative, rules-based trading strategy | Systematized approach to portfolio management | |
Scientific Portfolio Theory is a registered trademark of Bellatore, LLC.
