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    1. Home
    2. What Makes Us Different
    3. Institutional Quality Due Diligence

    Institutional Quality Due Diligence

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    Nothing is more common in the investment industry than touting historical performance. Unfortunately, past is rarely prologue. In fact, managers often achieve excess performance by making style allocations that lead to underperformance in subsequent periods when their allocations cycle out of favor.

    Logia subscribes to a process that decomposes manager performance to determine the basis for their results. This objective, rigorous process favors managers that have demonstrated security selection skill – the best measure for finding managers that are likely to repeat strong performance. Managers are selected and monitored regularly to ensure they perform to expectations.

    The result of the process is a roster of hundreds of products across a full range of asset classes, all vetted to meet our unwavering standards.

     

    What Makes Us Different

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

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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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