ClearBridge Advisors

ClearBridge Investments offers strong leadership, seasoned Portfolio Managers, and a well-resourced, centralized investment infrastructure operating from offices in New York, San Francisco and Wilmington. We benefit from the formidable strength of the Legg Mason organization, while continuing to operate with investment independence — maintaining our own investment strategies, philosophies and investment decision-making authority. ClearBridge currently has over 175 employees, including more than 60 investment professionals.

Our Fact Card

Our Fact Card

Get the basic facts about ClearBridge Investments.

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Departments

Leadership

Leadership

ClearBridge's leadership includes senior professionals from both the business management and the investment management teams, working together in a single Operating/Investment Committee.

Portfolio Management

Portfolio Management

We offer the services of portfolio managers with an average of 25 years of investment industry experience, covering all major market capitalizations and a wide range of equity-focused disciplines.

Research

Research

Proprietary fundamental research and analysis is the cornerstone of our disciplined investment approach, supporting portfolio management by leveraging our intellectual capital across the platform.

Trading Desk

Trading Desk

The centralized trading desk is an integral component of our investment process. Our traders partner with Portfolio Managers to seek the best execution in terms of price and liquidity for every order.

Risk Management

Risk Management

The Risk Management team works with all areas of the firm to provide business support, independent risk oversight and management of investment and business risk.

Technology

Technology

ClearBridge employs state of the art systems and processes to achieve the highest efficiency and ensure that investment professionals maintain an information advantage.

Institutional Client Services

Institutional Client Services

Our Institutional Client Services team provides personalized, value-added service through frequent client meetings and discussions, prompt dissemination of organizational and portfolio information and timely responses to client-requested deliverables.

Compliance

Compliance

Our Compliance team is responsible for setting forth legal and regulatory standards and advising and educating the firm on their requirements. The team also provides guidance on industry best practices, helps to draft policies and procedures, and conducts oversight of our business controls.

Institutional Sales

Institutional Sales

Our Institutional Sales team is focused on serving endowments and foundations, public and corporate pension plans, Taft-Hartley plans as well as financial consultant relations.

Marketing Services

Marketing Services

ClearBridge Marketing Services provides a broad range of communications covering all facets of the institutional investment advisory business.

Watch Video
Income Solutions Platform Michael Clarfeld, CFA, Hersh Cohen and Peter Vanderlee, CFA Michael, Hersh and Peter discuss the investment approach and process they use in managing the Income Solutions strategies and the importance of dividends.
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Our Publications

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