Logan Capital recognizes that there are separate and distinct benefits and risks associated with the concentration of client monies solely in the Growth or Value portfolio. In order to ensure a client has the best of both investment styles, Logan Capital offers the unique ability to blend the two in a single account. The percentage of style concentration is dependent on the financial goals of the client, as well as his or her risk tolerance.  We believe the approach is appropriate for both large and small accounts. The result of a blended account is a lower standard deviation (risk) and potentially greater income. The same buy and sell strategies that exist for each portfolio will control the holdings in a balanced account.

For more information click here to download our most recent Portfolio Summary.

To learn more about the portfolio manager click here to read a brief bio.