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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.





    All investments involve risk, including possible loss of principal.

    Legg Mason Investor Services, LLC; Batterymarch Financial Management, Inc.; Brandywine Global Investment Management, LLC; ClearBridge Advisors, LLC; Esemplia Emerging Markets; Global Currents Investment Management, LLC; Legg Mason Capital Management, Inc.; Royce & Associates, LLC and Western Asset Management Co. are subsidiaries of Legg Mason, Inc.

    Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a free prospectus, please view the product specific page and click on the prospectus link. An investor should read the prospectus carefully before investing.

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