Investment Expertise for Individuals & Families

At Legg Mason Investment Counsel, we take a personal approach to investment management. We believe you and your family's long-term success will be a direct result of the attention we devote to understanding your objectives while developing tailored investment plans. Our distinct approach in multiple asset class investing reflects a long history of providing trusted investment counsel centered on our clients' needs.

Our Approach

Whatever your objective, we bring the commitment, experience, and expertise to help you pursue your goals. Building customized solutions requires a truly collaborative approach. Learn more.

Equity Investing

Our actively managed core equity strategy is driven by proprietary, independent, fundamental research. We seek to identify market leaders with meaningful competitve positions and attractive valuations, and to identify companies with strong growth potential and superior financial characteristics. Learn more.

Fixed Income Investing

We manage fixed income portfolios with expertise in both taxable and tax-exempt sectors of the market. Learn more.

Alternative Strategies

We provide alternative investment strategies to complement the firm's core equity strategy for further diversification and opportunities to pursue growth. Learn more.

Specialty Investment Departments

Socially Responsive Investment

Our Socially Responsive Investment Department employs specialized research and custom-tailored solutions to construct portfolios that reflect ethical as well as investment guidelines. Learn more.

Global Total Return

Our Global Total Return Department's global equity strategy actively invests in companies operating in industries and regions the department believes have enduring growth characteristics and seeks to capitalize on visible and sustainable themes. Learn more.

Multi-Cap Core Equity

Our Multi-Cap Core Equity Department's strategy complements the firm's core equity strategy by concentrating on domestic small- and mid-cap stocks. Learn more.