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How to Invest

With a $100,000 account minimum, all portfolios are managed in separate accounts. Unlike a mutual fund where one buys shares next to thousands of other shareholders, the Legends Value accounts are managed individually and that really makes a difference:

Table showing advantages of having separate accounts over a mutual fund.

Read further for a description of our program benefits, our marketing materials, a list of our fees, the forms we require, as well as our disclosure statement.

Fidelity Investments, Legends Value from NorthCoast Asset Management, and MoneyManager.com are independent companies and are not affiliated.

Legends Value from NorthCoast Asset Management
35 Mason Street | Greenwich, CT 06830 | 800.274.5448 | info@legendsvalue.com