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  •  844-882-0193
  •   jeanne.lipson@sunflowerbank.com
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    3. Program Management

    Program Management

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    Each client is unique. Differences in portfolio size, objectives, and tax circumstances all have a bearing on the appropriate investment solution.

    We serve the range of needs of advisors and investors. Our programs include:

    • ETF Program - for clients who are both cost and tax-sensitive, regardless of size.
    • Mutual Fund Program - for smaller clients with tax-deferred portfolios interested in pursuing excess returns through active management.
    • Unified Managed Account (UMA) Program using 3rd party manager models
    • Unified Managed Account (UMA) Program with a tax-managed core

    Each program is offered across the range of investment objectives established in Model Management process. The result is a roster of strategies that serves a broad range of clients and advisors.

    Call us for more detail on each of these programs.

    Benefit to advisor:  a broad range of investment options, including models-based portfolios to serve clients based on their unique size, objectives and tax circumstances.

    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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