Client Service Process

Dedicated client service is a hallmark of Western Asset.

We believe our primary responsibility to clients is to provide our unsurpassed investment expertise in identifying investment strategies based on their specific needs. To complement that effort, we provide an exemplary level of client service and assign each client their own client service executive and supporting team.

Client service executives review client objectives and risk tolerances, communicate investment strategies, monitor portfolio changes, support reporting requirements and respond to requests for information and research. They are organized into teams by client type and region, and work closely with portfolio managers to meet individual client needs.

To further enhance Western Asset's client service, our executives work alongside a dedicated team of product specialists. These highly experienced professionals work collaboratively with our investment team to seamlessly provide investment information to clients.

We believe that positioning our client service executives to take the lead role in the relationship delivers a greater level of hands-on service and allows Western Asset portfolio managers to devote their attention to their top priority—actively managing your money.