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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

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

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