Logan Capital combines a client’s investment goals and risk tolerances with the results of its macro-economic and interest rate forecast to determine the proper maturity, duration and security characteristics of the portfolio. As a result all of our portfolios are designed to meet the objective of the individual client.

We realize the investment goals and requirements of each client are unique, hence we pay careful attention to their individual liability funding and income needs. From our flagship absolute return mandate to our duration based mandates, we manage each portfolio separately, tailored to satisfy the risk, liquidity, income, and total return expectations of the client.

Our disciplined approach to fixed income and consistent returns have helped us attract a loyal client base. While a majority of fixed income assets are institutional, we have a substantial individual investor client base, and work in partnership with financial intermediaries such as Registered Investment Advisors, broker/dealers, trust banks and insurance companies. We also provide fixed income consultancy services to global asset managers.

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Learn more about the portfolio managers click here to read brief bios.