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Focused on your clients' needs
When clients have specific portfolio requirements that demand customization beyond your practice's standard offering, think ClearBridge Custom Solutions.
Help for High-Net-Worth Clients
There are times when model portfolios can’t fully address the needs of individual high-net-worth clients. That’s where Custom Solutions comes in.
How our Team Works with You
We’re commited to taking time to explore client needs and carefully explain how we address those needs.
Learn more about how our portfolios can help you
Custom Solutions was designed to help address clients' unique portfolio objectives.
DownloadContact Us
To learn more about ClearBridge Custom Solutions,
contact your Franklin Templeton Senior Advisor Consultant at (800) DIAL-BEN/342-5236
Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment advisor. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Franklin Resources, Inc. affiliated subadvisors: ClearBridge Investments, LLC. Management is implemented by LMPPG, the designated subadvisor or, in the case of certain programs, the program sponsor or its designee.
Franklin Resources, 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 or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or 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 an independent tax advisor
All investments involve risk, including loss of principal. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, a forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
© 2020 Legg Mason Investor Services, LLC. Member FINRA, SIPC. ClearBridge Investments, LLC is a wholly-owned subsidiary of Franklin Resources, Inc.
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