We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

We are invested in your long-term success.

Logan Capital builds strong financial futures through strategic equity and fixed income investments.

latest-news

Chris O’Keefe Wraps up the Third Quarter of 2024

Check here for the latest articles, insights, press releases, white papers and events.

News & Media

Our Talented Teammates, Your Trusted Partners

Our growth, value, and fixed income strategies pair established methodologies with a clear investment process.
Meet the Team

Consistency is Our Promise — and Our Approach

At Logan, we believe in consistency: in our relationships with our clients, and in the investment portfolios we manage.
About Us
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.
Introduction to Logan Capital

Accessing a World of Opportunity with Logan International
William Fitzpatrick, Managing Director and Portfolio Manager at Logan Capital, introduces the Logan International strategy–from the market inefficiencies it seeks to exploit to the technological advances that its companies stand to profit from in the coming years. Click below to view.


Logan International
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.


Logan Core

Why Dividend Growers Outperform

Chris O’Keefe, Managing Director and Lead Portfolio Manager at Logan Capital, unpacks the Dividend Performers track record, the unique properties of dividend stocks and his time-tested investment process. Click below to view.


Dividend Performers

Let’s Connect

We would love to hear from you. Click the link to pop us a quick note; a team member will get back to you promptly.

Important Notice
You are now leaving the Logan Capital's website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Logan Capital or any advisor(s) whose name(s) appear(s) on this website. Logan Capital is independently owned and operated. Schwab neither endorses nor recommends Logan Capital, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Logan Capital under which Schwab provides Logan Capital with services related to your account. Schwab does not review the Logan Capital website, and makes no representation regarding information contained in the Logan Capital website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.