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    1. Home
    2. Who We Are
    3. Our Philosophy

    Our Philosophy

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    Investment management includes an element of art, but is primarily a quantifiable science.  There are volumes of academic studies and empirical evidence that support certain basic investment principles:

    • Risk and return are correlated. 
    • Diversification reduces risk. 
    • Costs, such as fees and taxes directly reduce an investor’s net return. 

    These simple fundamentals are often lost in the narrow pursuit of appealing product, or inconsistently applied in the dynamic exercise of managing portfolios. Logia Portfolio Management has designed an objective, process-driven approach based on fundamental investment principles.

    • Client objectives are based on quantifiable criteria for risk capacity, as well as risk tolerance.
    • Asset allocation models are set for each objective based on quantitative forecasts for capital markets.
    • Where there is little evidence that active managers can generate sufficient return to justify their cost, we use passive products.
    • Active managers are selected for asset classes where opportunity to outperform exists. Only managers with demonstrated security selection skill are selected, based on rigorous attribution analysis.
    • We regularly monitor client portfolios for deviation from their target using advanced technology and generate trades when needed based on the mathematical trade-off between risk, cost, and taxes caused by rebalancing.

     

    Who We Are

    • Mission
    • Philosophy
    • Process
    • In the News

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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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