Capital Preservation Services

Retirement Account Planning

Legend offers active management of individual and corporate retirement plans, including IRAs, SEPs, and Pension and Profit Sharing Plans. Our team has over 20 years of experience in managing retirement accounts and will assist in the construction of an appropriate strategy for your qualified investments.

Managed Accounts

By partnering with some of the most respected money managers and hedge funds across the globe, Legend can provide access to conservative captial preservation techniques and portfolios. These include fixed income, market neutral, and principal protected investments which can be suitable for seeking after tax returns with limited or defined risk.

For more information about Capital Preservation Strategies, speak to your Legend broker.