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    3. Portfolio Construction

    Portfolio Construction

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    Effective portfolio construction looks at the whole and seeks to reduce risk for a given objective and allocation.  Done right, this requires an understanding of the characteristics and correlation of the constituent pieces.  The process is often complicated by the reality of legacy holdings.

    Logia’s Outsourced CIO Program includes portfolio construction services and strategies that serve a range of possible client situations.

    Standard Models – Approved managers from the product selection assemble efficient portfolios. Rather than simply fulfilling each asset class with a selected manager independent of others, we analyze the managers in combination to avoid unintended concentrations and achieve more effective diversification.

    Manufactured Beta – This entails the option of a core equity component that tracks the Domestic Large Cap Universe with no embedded management expense. This means that a significant portion of the portfolio may be achieved at a lower cost than index funds or ETFs. This provides the ability to customize the overall client portfolio around unique circumstances, including transitions, legacy holdings, and concentrated positions, or as the basis for a core/satellite strategy. It can also be leveraged to manage taxes for the overall portfolio.

    Transition Management –We work with each client situation to customize a plan intended to manage trading expenses and tax consequences, while transitioning the portfolio to its intended target.

    Concentrated Positions – A common challenge for advisors is the treatment of a legacy position in a low basis concentrated holding.  This may be the result of inherited stock or accumulated positions by corporate executives. We work with the advisor to develop a deliberate plan for reducing risk by diversifying around and eventually away from the position, while managing tax implications.

    Core/Satellite Strategies – Core satellite portfolios can be an effective approach to achieving active risk on a cost-efficient basis.  We have the capability to assist with the creation of customized mandates including core/satellite strategies using manufactured beta as the core, and any number of higher active risk strategies as the satellites.

    Benefit to advisor: efficiently designed portfolios based on analysis of manager styles.  Attention to unique, real-life client circumstances that require customization.

    What We Do

    • Model Management
    • Product Management
    • Program Management
    • Portfolio Construction
    • Portfolio Rebalancing

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    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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