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    Investment Fundamentals

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    More Modest Capital Market Returns

    Submitted by Logia Portfolio Management on October 17th, 2016

    Reality Check: Dealing Effectively with the Expectation for Lower Market Returns

    Forecasts for capital market returns in the next ten years are far less robust than historical returns. Investors and advisors need to face this reality and plan accordingly in order to set achievable goals, focusing on variables that can be controlled.

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    Bending the Cost Equation in Favor of Investors

    Submitted by Logia Portfolio Management on June 30th, 2016

    Advisors have more products and information at their disposal than ever before to build cost-effective portfolios.  Capitalizing on these tools can yield significant savings and substantially better outcomes for clients.

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    Time to think about a more cost-effective approach?

    Submitted by Logia Portfolio Management on November 10th, 2015

    Most economists are projecting much more modest capital market returns for the next decade than what we enjoyed for the past 30 years. This reality needs to be incorporated into planning for individuals and institutions alike, to set appropriate expectations.  It also raises the stakes on managing costs and taxes to reduce the drag on investment returns to achieve superior outcomes.

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    Importance of Tax-efficient Investing

    Submitted by Logia Portfolio Management on November 10th, 2015

    Tax alpha is the additional return that can be generated managing a taxable portfolio in a tax-efficient manner – actively harvesting losses and deferring gains on individual securities.

    As the chart illustrates, tax alpha can significantly improve investment outcomes for clients when a portfolio is managed tax efficiently.

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    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”).

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