Skip to main content

  •  844-882-0193
  •   info@LogiaPM.com
  •  

    • Home
    • Who We Are 
      • Mission
      • Philosophy
      • Process
      • In the News
    • What We Do 
      • Model Management
      • Product Management
      • Program Management
      • Portfolio Construction
      • Portfolio Rebalancing
    • What Makes Us Different 
      • Active Risk Management
      • A Better Cost Equation
      • Tax-Aware Trading
      • Institutional Quality Manager Due Diligence
      • Portfolio Customization
      • Portfolio Transitions
    • Investment Insights 
      • Industry Thought Leadership
      • Useful Websites
      • Financial Calculators
    • Contact

      You are here

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

    Our Philosophy

    • Share on Facebook
    • Google Plus One
    • Tweet Widget
    • Linkedin Share Button
    • Pinterest

    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

    Book a Meeting

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

    © 2023 Logia Portfolio Management. All rights reserved.

    Website Design For Financial Services Professionals