Shashi Mehrotra

CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long.

Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio.

Functions as a College/University

Functions as a College/University