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    1. Home
    2. What Makes Us Different
    3. Active Risk Management

    Active Risk Management

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    It is a broadly accepted investment principle that asset allocation is the key determinant of the amount of return a portfolio may expect to achieve, and the level of risk (as measured by volatility) a portfolio will have. Therefore, Logia takes great care to establish the appropriate asset allocation for its clients.

    Each client’s asset allocation is constructed based on the client’s risk tolerance and risk capacity. Risk tolerance is a subjective measure of the client’s attitude about risk, and appetite for volatility in their portfolio. Risk capacity is a more objective measure of the client’s ability to withstand volatility in their portfolio and still pursue their cash flow needs.

    As importantly, Logia monitors each client account regularly to measure the dispersion of the portfolio from its target that naturally occurs from market movements and cash flows. To maintain an appropriate level of risk, Logia will rebalance each client portfolio when dispersion is beyond an acceptable level. For taxable investors, realignment is done with an eye toward minimizing tax implications.

    What Makes Us Different

    • Active Risk Management
    • A Better Cost Equation
    • Tax-Aware Trading
    • Institutional Quality Manager Due Diligence
    • Portfolio Customization
    • Portfolio Transitions

    Book a Meeting

    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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