Logan Capital has an ongoing, disciplined portfolio review process that focuses on adjusting and rebalancing a client’s investment mix based on the market conditions, client objectives, risk tolerance and our approach to asset allocation. Our managers continually review portfolios to ensure our clients are meeting or even exceeding their investment objectives. We then meet with clients on a quarterly basis to review their existing portfolio, discuss changes in their investment goals, reestablish a set go forward strategy, and then rebalance the portfolio as needed. The result is a level of attention and an application of our methodology that works to deliver results, each and every quarter.