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Customization
SMAs can be structured to automatically exclude certain securities or sectors, which may help prevent overconcentration in your investment portfolio.
Transparency
SMAs provide investors with detailed performance reports, which offer a
comprehensive assessment of the securities you own.
Tax efficiency
Because securities can be bought or sold to harvest profits or losses, SMAs allow you to address specific tax concerns.
Professional management
Your money is managed by experienced, professional portfolio managers,
supported by teams of researchers, analysts and other investment professionals.
Manager access
You may be provided with direct, personalized access to the professional money managers who actively manage your portfolio. |
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Important Tax Information
Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion of marketing" of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from any independent tax advisor. |
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