Fiduciary-Based Investment Approach

For firms in the business of advising wealth management clients, Logia offers a compelling investment proposition. Community banks, law firms, and accounting firms may all serve as a trusted advisor to their clients, but may not have the capability to deliver the investment solutions their clients need.

Logia’s focus is a natural fit to a fiduciary relationship. We actively manage risk and aggressively manage taxes and expenses in pursuit of superior investment outcomes for clients.

Our platform allows us to seamlessly work with community banks or other third parties that want to serve as their client’s trusted advisor and incorporate fiduciary principles into an investment portfolio. We are set up to serve as a white-label solution delivered by you, or actively participate in the client relationship. Either way, the Logia proposition offers an opportunity to bring a value-added investment solution to your clients.