ClearBridge Advisors

We offer institutional and individual investors a diverse menu of equity-focused strategies covering value, core and growth-oriented approaches in a full range of market capitalizations.


* For more detailed information regarding the portfolios shown here, including their risks, Please refer to the product overview page for each portfolio.

All investments involve risk, including possible loss of principal.

Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC (LMPPG), a federally registered investment adviser. Client portfolios are managed based on investment instructions or advice provided by one or more of the following Legg Mason-affiliated sub-advisers: ClearBridge Investments, and Western Asset Management Company. Management is implemented by LMPPG, the designated sub-adviser or, in the case of certain programs, the program sponsor or its designee.

There is no guarantee investment objectives will be met.

MULTIPLE DISCIPLINE ACCOUNT is a registered service mark of Morgan Stanley Smith Barney LLC ("MSSB") and is used under license by Legg Mason Private Portfolio Group ("LMPPG"). LMPPG is not affiliated with MSSB.

For mutual funds, investors should consider the 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 on this website and click on the prospectus link. An investor should read the prospectus carefully before investing.

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each investment's individual web page for details regarding investment objective, risks, performance and other important information regarding the investment. Please review this information carefully before you make any investment decision.

Separately Managed Accounts (SMAs) are investment services provided by Legg Mason Private Portfolio Group, LLC, ("LMPPG"), a federally registered investment advisor. LMPPG serves as the coordinating portfolio manager and in this role, manages client portfolios based on investment instructions provided by one or more Legg Mason affiliated sub-advisors. SMAs are designed for high net worth individuals who are able to meet specific minimum balances. SMAs are not sold through Legg Mason Investor Services, LLC., a registered broker dealer.

An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The program disclosure statement at www.scholars-choice.com, which contains more information, should be read carefully before investing. If an investor or an investor's beneficiary is not a Colorado taxpayer, they should consider before investing whether their home states offer 529 Plans that provide state tax and other benefits only available to state taxpayers investing in such plans.

The Closed-End Funds are not sold or distributed by Legg Mason Investor Services, LLC ("LMIS") or any affiliate of Legg Mason, Inc. Shares of the funds are bought and sold through non-affiliated broker/dealers and trade on nationally recognized stock exchanges.

Like other public companies, closed-end funds have a one-time initial public offering. Thus, once their shares are first issued, shares are not continually offered by the closed-end fund, but trade in the open market through a stock exchange. Also, like other common stocks, share prices of closed-end funds will fluctuate with market conditions and, at the time of sale, may be worth more or less than your original investment. Shares of closed-end exchange-traded funds may trade at a discount or premium to their original offering price, and often trade at a discount to their net asset value (a price that reflects the value of the fund's underlying portfolio plus other assets, less the fund's liabilities divided by the number of shares outstanding). Investment return, price and net asset value will fluctuate with changes in market conditions.

Please note that an investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and issued by CollegeInvest and the state of Colorado. Legg Mason Global Asset Allocation, LLC, Investment Manager. Legg Mason Investor Services, LLC is the primary distributor of interest in the Program. Legg Mason Global Asset Allocation, LLC and Legg Mason Investor Services, LLC are Legg Mason Inc affiliated companies.

Legg Mason, Inc, its subsidiaries and its employees are not in the business of providing tax advice.

Certain investors may be subject to the federal Alternative Minimum Tax (AMT), and state and local taxes may apply. Capital gains, if any, are fully taxable.

An investor cannot invest directly in an index. Click here for Index Definitions.

Diversification does not assure a profit or protect against market loss.

INVESTMENT PRODUCTS: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE


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

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