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    1. Home
    2. What We Do
    3. Portfolio Rebalancing

    Portfolio Rebalancing

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    Aligning a client with the proper objective and populating their portfolio with the right managers is an important and challenging exercise. But, it is only the beginning. To serve clients well, portfolios needs to be regularly monitored and re-balanced as conditions change. Periodic cash flows from income or for distributions, coupled with continuous movements in the market cause portfolios to deviate from their original target.   

    Rebalancing to keep client portfolios aligned with their target without incurring unnecessary trading or tax costs is the challenge. It’s an inherent trade-off, and requires proper tools and diligent oversight to balance the two.

    We’re equipped with the tools and know-how to manage the conflict between risk and cost based on each client’s objectives and balance the risk-cost trade-off.

    Managing Risk
    Our systems enable us to monitor risk by measuring portfolio drift – the measure of how far a portfolio has departed from its original target. By defining boundaries for acceptable levels of portfolio drift, we identify accounts that require attention, and determine an appropriate plan to bring the portfolio back into alignment with the target when needed.

    Managing Cost, Including Taxes
    We use technology and informed judgment to make thoughtful trade-offs between risk and costs when trading is warranted. We leverage strategies as simple as using the portfolio’s income stream to rebalance to the target, or capitalize on distribution activity to do the same.

    We use active tax loss harvesting and other tax-aware strategies, not just at year-end, but opportunistically throughout the year. Tax losses, captured during periods of negative performance, are valuable currency to allow more trading when needed, without the tax consequences.

    Finally, we use block trading and other trade management strategies to reduce the cost of trading across client accounts when needed.

    Benefit to advisor: process that actively manages client portfolios using resources that intelligently trade-off risk and cost for each client portfolio.

    What We Do

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

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    15100 Rosewood Street
    Leawood, KS 66224
    •  Tel: 844-882-0193
    •  jeanne.lipson@sunflowerbank.com
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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”).

    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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