Model Portfolio & SMA Strategists Showcase - Flipbook - Page 61
SMAs & MODEL PORTFOLIOS
Logan Capital Management, Inc.
3817 W Chester Pike, Newtown Square, PA 19073 • www.logancapital.com
LOGAN CAPITAL
MANAGEMENT, INC.
Christopher
O’Keefe, CFA
Portfolio Manager
At Logan, we believe in
consistency – in our relationships
with our clients, and in the
investment portfolios we
manage. Investing money is
an emotional endeavor. It is
natural to react positively or
negatively according to the
market’s ebbs and flows. As an
asset manager, we take it as our
responsibility to be our clients’
steadying force. Throughout
our client relationships, we
develop investment strategies
according to our clients’
defined goals. While our default
investments are always our
strongest recommendation,
we also customize portfolios to
meet specific goals and social
principles. Whether our clients
invest through growth, value,
and/or fixed income strategies,
consistent execution is our
promise.
For over three decades, Logan Capital has
recognized that in the long run, performance
plays a pivotal role in building long-lasting
partnerships with financial consultants and
their clients. We believe that our investment
track records for each of our investment
disciplines speak for themselves, but that the
high degree of trust that has evolved over the
years by financial consultants and their clients
is the result of our commitment to delivering
outstanding client service that differentiates us
from our peers. In addition to being attentive
and responsive to our consultants and clients,
Logan Capital offers an array of investment
strategies with compelling characteristics for
today’s investment climate. Our offerings are
designed to provide:
• Diversified equity strategies with favorable
correlation characteristics
• Increased market-value stability and cash flow
• Lower performance volatility through
intelligent portfolio diversification
• No investment strategy “style drift”
• Recognized for excellence
• Effective and plain-language communications
Logan Dividend Performers:
Both timely and timeless, Logan Dividend Performers is an equity-based strategy
investing exclusively in 35–50 high-quality companies with consistent growth in
dividends and market capitalizations exceeding $2 billion. The strategy’s low beta and
low standard deviation suggest the portfolio has the potential to outperform down
markets while still participating in up markets.
Logan Dividend Performers Balanced:
Logan Dividend Performers Balanced is a combined equity and fixed-income strategy
that seeks both dividend growers and higher-quality, short- to intermediate-term fixedincome holdings. The diversified balanced accounts are designed to blend growth of
principal with principal preservation and income to potentially achieve above-average
risk-adjusted returns.
NAME
MINIMUM
FEES
LOGAN DIVIDEND PERFORMERS
$50K–$100K
30–40BPS
LOGAN DIVIDEND PERFORMERS BALANCED
$70K–$200K
30–45BPS
Disclosures
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage
investment risk.
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