Actively managed stock and bond accounts serviced by Legend professionals. Our professionals are in constant pursuit of fresh significant market information to assist in the discovery of new investment ideas and gain clearer insight into industries and companies our clients have interests in. Additionally, we can provide access to some of America’s top growth oriented hedge fund managers.
Our investment and merchant banking activities allow our private clients access to exciting direct investments in early and expansion stage growth companies. We are constantly evaluating new financing opportunities in both private and public companies, focusing on the Technology, Health Care, and Consumer Products sectors. If you are an accredited investor, inquire about our latest offerings, or browse our investment banking page.
Today, the majority of investors can benefit immensely from an objective evaluation of their stock and bond holdings. Please request a free, confidential portfolio review from Legend’s team.