Bill Fitzpatrick – Schwab Network Segment
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Our Talented Teammates, Your Trusted Partners
Consistency is Our Promise — and Our Approach
Introduction to Logan Capital
Stephen Lee, Principal and Portfolio Manager, and Bill Fitzpatrick, Managing Director and Portfolio Manager, share the origins of Logan Capital, the range of strategies offered and the culture that has contributed to the firm’s long-term success. Click below to view.
The Catalysts Supporting the Logan International Strategy
The Offense-Defense Mentality of Logan Core
Stephen Lee, Portfolio Manager and Principal, and William Fitzpatrick, Managing Director and Portfolio Manager, outline the roles that growth and value play in the Logan Core portfolio–a balance that generates opportunity in any market environment. Click below to view.
Diving into Dividend Performer Strategies
Chris O’Keefe, Managing Director & Lead Portfolio Manager at Logan Capital, shares insights on the firm’s dividend performer strategies and how they aim to deliver consistent income and downside protection. He also discusses the role of fixed income in balanced portfolios and the flexibility offered through Logan’s ETF options. Click below to view.
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