From an asset management service platform to a compelling investment approach, Legion Portfolio Services provides a range of services and technology to help free up your time, focus on your client relationships and achieve higher levels of success in your advisory business.
- Access to institutional-caliber investment managers and research
- Active portfolio construction and risk management
- Ongoing due diligence and sharing of fiduciary responsibility
- Leading-edge operating technology
- Back office service outsourcing, including account set-up, trading, and performance monitoring and reporting
- Portfolio solutions to meet diverse client needs, including a mutual fund wrap program and a unified managed accounts program
- Online platform including profiling tools, investment proposal generation and investment policy statements
