Investments

Legend offers a wide range of products and services to meet your investment planning needs:

  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Stocks
  • Bonds
  • Money Market Instruments
  • Retirement Accounts
  • Non-Qualified Investments
  • Professional Investment Management Solutions
  • Income Generation Solutions
  • College Savings Plans

Your Legend Group financial professional can work with you to assess your investment objectives, time horizon and tolerance for risk. Your financial professional can then help you set attainable goals, and develop and maintain a comprehensive investment program designed to help you reach them.

For a complimentary, no obligation consultation from one of our financial professionals please complete this form or call us at 1.800.417.9099.


Investing With Intelligence

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This material has been prepared solely for information purposes and is not a recommendation to buy or sell any security or instrument. There is no guarantee that the recommendations made by Legend Advisory's Asset Allocation Neural Network ("AANN") will be accurate and there can be no assurance that any asset class will achieve any forecasted returns. AANN does not, in and of itself, make any investment decisions.
Investment decisions may result in a profit or a loss. The value of an account will fluctuate and shares, when redeemed, may be worth more or less than their original value.
The hypothetical allocation example included in this video presentation is not indicative of any specific allocation employed by Legend Advisory at any given time. Actual client portfolios may differ from this example and may include exposure to additional asset classes.
Copyright ®2012, Legend Advisory Corporation. All rights reserved. This material may not be copied or distributed, electronically or otherwise, without the written consent of Legend Advisory .

Ongoing investment management can make a significant difference and may provide the opportunity to maximize investment performance. We can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals. Please click the video below to learn more about this service.


An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Yields will fluctuate, and although the fund seeks to preserve the value of your investment as $1.00 per share, it is possible to lose money by investing in the fund.

Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully.  The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Advisory. Please read the prospectus or prospectuses carefully before you invest or send money.