At Legion Portfolio Services, our goal is to deliver robust, industry-leading investment management programs. Choice and flexibility are at the foundation of our program menu.
For advisors seeking a managed mutual fund program, our Altius Select Investment Portfolio program is built to simplify the investment process and is managed by industry-leading consultants. For advisors seeking greater flexibility of investment choice, our Unified Managed Account Program (UMAP) provides an all-in-one investment solution that supports multiple product types and strategies.
For advisors seeking a managed mutual fund program, our Altius Select Investment Portfolio program is built to simplify the investment process and is managed by industry-leading consultants. For advisors seeking greater flexibility of investment choice, our Unified Managed Account Program (UMAP) provides an all-in-one investment solution that supports multiple product types and strategies.
Altius Select Investment Portfolios delivers a simple and convenient way to access top quality, professional money managers in a bundled fashion. The program is designed to provide a high level of investment experience and implementation in a simple, easy-to-use package.
We have teamed with industry-leading consulting firms to create and maintain the program's model portfolios and identify and monitor the investment selections. Available to select advisors, this powerful contribution of these specialists allows Altius Select Investment Portfolios to help investors reach new heights.
» Download the Altius Select Investment Portfolios brochure
» Download the Altius Investment Selection and Monitoring fact sheet
We have teamed with industry-leading consulting firms to create and maintain the program's model portfolios and identify and monitor the investment selections. Available to select advisors, this powerful contribution of these specialists allows Altius Select Investment Portfolios to help investors reach new heights.
» Download the Altius Select Investment Portfolios brochure
» Download the Altius Investment Selection and Monitoring fact sheet
Our flexible investment program is delivered through technology known as a Unified Managed Account (UMA). UMAs facilitate the use of different investment products within a single fee-based account. This allows you to combine mutual funds, ETFs and individual securities into one managed portfolio.
By combining portfolio management, portfolio accounting and the integration of various investment products, our UMA helps deliver the flexibility you need for investment personalization and customization. Additionally, this open architecture technology allows for future product and investment innovation.
You have access to the UMA technology and our value-added services through our Unified Managed Account Program (UMAP). Services available through our competitively-priced administration fee include rebalancing, trading, portfolio construction, reporting, and account monitoring and maintenance.
» Download the Investment Process brochure
By combining portfolio management, portfolio accounting and the integration of various investment products, our UMA helps deliver the flexibility you need for investment personalization and customization. Additionally, this open architecture technology allows for future product and investment innovation.
You have access to the UMA technology and our value-added services through our Unified Managed Account Program (UMAP). Services available through our competitively-priced administration fee include rebalancing, trading, portfolio construction, reporting, and account monitoring and maintenance.
» Download the Investment Process brochure
