Portfolio Transitions

Clients looking for portfolio management may not be starting with cash to invest. They may have inherited securities or other assets. They may have concentrated positions in stock with large embedded gains. Or, they may have a diversified portfolio that is no longer appropriate. Whatever the circumstance, transitioning to a new portfolio requires careful planning and thoughtful execution to minimize taxes and expenses.

Logia has the capability to execute a customized transition plan based on the client’s current holdings and objectives. For clients with a concentrated position in low basis stock, Logia can accommodate a deliberate conversion to a more diversified portfolio, harvesting losses on other holdings opportunistically to offset gains. During the transition, Logia will offset concentrated positions by underweighting the remaining portfolio to minimize factor exposure.

Logia’s unique ability and willingness to customize a transition plan is aimed at reducing risk and preserving value for our clients.