Professional Portfolio Management
Live your life while Legend Advisory manages your money
Investing shouldn’t be hard work. Legend Advisory offers professionally managed portfolios to investors whether you have five thousand or five million dollars to invest. They have provided asset management services to investors for over 35 years.
For investors who lack the time required to select, maintain, and regularly monitor an appropriate combination of investments, Legend Advisory offers professional portfolio management services. Why try to invest alone when you could have a team of experienced professionals, using technology, continually monitoring your investments?
Legend Advisory Experience
Established in 1978, Legend Advisory is home to an experienced Investment Team and qualified financial professionals who understand the importance of a forward-thinking approach to investing. Legend Advisory was an early adopter of mutual fund asset allocation services and utilizes a tool that harnesses some of the best of what technology has to offer – and pairs it with the partnership of advice, catered specifically to a client’s individual needs, tolerance for risk and long-term investment goals.
Legend Advisory Technology
Legend Advisory’s tool, AANN (Asset Allocation Neural Network), is a distinctive type of technology called a neural network, also known as a form of artificial intelligence. AANN analyzes global economic data, which the Investment Team uses to make quality decisions about clients' investment portfolios.*
Our technology is used by the Investment Team to:
- Monitor domestic and international markets
- Track economic trends
- Compile data on market activity and expectations from sources from around the world
- Analyze individual investments and asset classes
- Evaluate risk and reward relationships
Selection & Active Monitoring
Legend Advisory’s Investment Team, while diligently adhering to a proactive, forward-looking process, reviews and analyzes AANN's recommendations. The Team reallocates portfolios as deemed necessary, providing clients with the opportunity to take advantage of the market's current potential for growth, while at the same time helping to minimize exposure to asset classes that may under perform. This process helps establish the appropriate mix of investments for specific portfolios, given the portfolios' objectives and tolerance for risk. This approach can provide your investments with the ongoing attention that can mean the difference between achieving or falling short of your long-term goals.
*There is no guarantee that the recommendations made by AANN will be accurate. AANN does not, in and of itself, make any investment decisions. Legend Advisory utilizes AANN as a tool in its investment management process. Asset allocation does not guarantee a profit or protect against loss.