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. The Outsource CIO Solution

    The Outsource CIO Solution

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

    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

    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