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Services for Institutional Clients

Client Services
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  • Comprehensive client performance and market reviews given by experienced client service executives on a quarterly basis or as needed.
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  • Quarterly fund communications for plan participants, including fund performance and portfolio manager/market commentary.
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  • Online access to fund performance, daily prices, fund literature and other information.

    Account Services
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  • A toll-free number and registered shareholder servicing staff to serve as a continuous point of contact for all account services requests. Account Services Representatives may be reached by calling 1-888-425-6432 between 8:30 am and 5:30 pm Eastern Time.
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  • Trade processing.
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  • New account set-up.
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  • Monthly reporting, including performance and account statements.
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  • Year-end tax reporting for taxable accounts.
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  • Coordination with plan service providers for account set-ups, contracts and operating procedures.

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    Investors should consider the Fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. To obtain a free prospectus, click here or call 1-888-425-6432. Please read the prospectus carefully before investing.

    All investments involve risk, including possible loss of principal.

    Legg Mason Investor Services, LLC and all entities mentioned above are affiliates of Legg Mason, Inc.

    This site is intended for U.S. investors only. The products and services described on this site are generally not available to non-U.S. investors.

    ©2008 Legg Mason Investor Services, LLC. Member FINRA, SIPC.

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