Our Qualifications
Throughout the years, the Legend Group has pioneered investment products and services that are now industry standards for certain types of retirement plans. Our contributions include: Self-directed custodial accounts--The Legend Group introduced the 403(b)(7)custodial account, which allows participants to select and hold mutual funds from multiple families in one account. Investment Advisory Services--Legend is a leader in the development and use of professional investment management services designed to help participants allocate their investments in accordance with a disciplined investment philosophy.
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