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  •  844-882-0193
  •   jeanne.lipson@sunflowerbank.com
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    1. Home
    2. Who We Are
    3. Our Mission

    Our Mission

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    To help our clients pursue the best possible investment outcome for their specific goals and circumstances.

    Logia's investment philosophy and process are based on academic research and empirical evidence that clearly show investment outcomes are primarily driven by managing risk and expenses, not the pursuit of products promising excess performance.

    Logia leverages its capabilities and expertise to deliver an investment process that reduces expenses while actively managing risk in the pursuit of better outcomes and net returns for our clients.

    Who We Are

    • Mission
    • Philosophy
    • Process
    • In the News

    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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