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    A Flexible Investment Solution Built for the Fiduciary Advisor

    The wealth management industry is entering into an era of dramatic change. Three major macro themes are already redefining the landscape for wealth management.
     

    • From a market standpoint, all signs point to an extended period of more modest stock and bond returns, meaning a keener focus on taxes and expenses is more important than ever.
       
    • The demographic impact of the baby boomers entering retirement is in full swing, and clients are adjusting to the psychology and fundamentals of investing in retirement rather than for retirement.

    Taken together, these themes present a challenging environment for advisors, but a great opportunity, for those who get it right.

    Logia Portfolio Management was formed with the intention of meeting the very market challenges advisors are facing. By combining today’s best technology for managing portfolios with the human element of true portfolio expertise, Logia is equipped to deliver a fiduciary-based approach to client portfolios - focused on risk, taxes and expenses, to deliver better outcomes.

    15100 Rosewood Street
    Leawood, KS 66224
    •  Tel: 844-882-0193
    •  jeanne.lipson@sunflowerbank.com
    •  

    Investment advisory services are offered through Logia Portfolio Management LLC (“Logia”), an SEC-registered investment adviser. Logia is affiliated with Sunflower Bank, N.A. (“Sunflower Bank”). Both Logia and Sunflower Bank are wholly owned by FirstSun Capital Bancorp (“FirstSun”).

    Sunflower Bank offers various banking, fiduciary and custody products and services, including discretionary portfolio management. In such cases, Sunflower Bank is responsible for the day-to-day management of these accounts.

    Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Investment advice can only be rendered after the engagement of Logia, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Logia and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #: 269963.

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