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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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    15192 ROSEWOOD ST.
    LEAWOOD, KANSAS 66224
    UNITED STATES
    •  Tel: 844-882-0193
    •  info@LogiaPM.com
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    • Not FDIC-Insured     • No Bank Guarantee     • May Lose Value

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