* For more detailed information regarding the portfolios shown here, including their risks, Please refer to the product overview page for each portfolio.
Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Legg Mason-affiliated sub-advisers: ClearBridge Investments, and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee.
MULTIPLE DISCIPLINE ACCOUNT is a registered service mark of Morgan Stanley Smith Barney LLC ("MSSB") and is used under license by Legg Mason Private Portfolio Group ("LMPPG"). LMPPG is not affiliated with MSSB.
All investments involve risk, including possible loss of principal.
Performance numbers less than one year are not annualized. Past performance is no guarantee of future results. Management and performance of individual accounts may vary for reasons that include the existence of different implementation practices and model requirements in different investment programs.
* Pure gross performance shown does not reflect the deduction of investment management fees and certain transaction costs, which will reduce portfolio performance. Net performance includes the deduction of a 3% annual wrap fee for equity and balanced portfolios and a 1.5% annual wrap fee for fixed income portfolios. These deducted fees amounts are the maximum anticipated wrap fees. Actual fees may vary. For fee schedules, contact your financial professional or, if you enter into an agreement directly with Legg Mason Private Portfolio Group, LLC ("LMPPG"), refer to LMPPG's Form ADV disclosure document.
Please refer to the GIPS® Endnotes for important additional information under the "View full disclosure" link.
View full disclosure