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    1. Home
    2. The Outsource CIO Solution

    The Outsource CIO Solution

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    For advisors interested in a complete investment solution to complement their advisory practice, consider the Outsource CIO Solution. This may include advisors that have historically supported the investment process internally, or advisors that have been completely uncoupled from the investment provider for their clients.

    Logia’s Outsource CIO Program includes all of the elements advisors need for a high-quality investment program.  The program capitalizes on the latest technology and outstanding partnerships to deliver value throughout the investment chain.

    The Outsource CIO Program enables advisors to focus on their core competency, and build client relationships with the knowledge that their client’s investment needs are not compromised.

    Outsource CIO Program:  Summary of Benefits to Advisor - and their Clients

    Feature Benefit
    Model Management

    Asset allocation models constructed and maintained by a dedicated investment team using well-established models for forward looking capital market assumptions.

    Product Management

    Access to a roster of investment managers that are vetted through a sophisticated investment process administered by a specialized institutional consulting team.

    Program Management

    A broad range of investment options to serve clients based on their unique size, objectives and tax circumstances.

    Portfolio Construction

    Efficiently designed portfolios based on analysis of manager styles.  Attention to unique, real-life client circumstances that require customization.

    Portfolio Rebalancing

    Process that actively manages client portfolios using resources that intelligently trade-off risk and cost for each client portfolio.

    Workflow Management

    A proven back-office process, fully integrated to facilitate efficiency and reduce cost, and tools that support the sales process, and facilitate seamless implementation and full documentation of client objectives.

     

    What We Do

    • Model Management
    • Product Management
    • Program Management
    • Portfolio Construction
    • Portfolio Rebalancing

    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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