We build strong financial futures through strategic equity and fixed income investments.
As a registered investor advisor (RIA) firm, we always advocate for our clients and act in their best interest. Our approach is to manage portfolios with steadiness and intellectual vigor, and communicate investments and results with full transparency.
We are a 100% privately-owned corporation that partners with financial advisors to determine strong investment strategies for our clients, while also directly advising institutional and individual investors.
Strong Advocates
Strong Partnerships
A Measured Approach
At Logan, we believe in consistency — in our relationships with our clients,
and in the investment portfolios we manage.
News & Media
Investing money is an emotional endeavor. It’s natural to react positively or negatively according to the market’s ebbs and flows. As an advisor, we take it as our responsibility to be your steadying force. Throughout our partnerships, we develop investment strategies according to our clients’ defined goals.
We manage portfolios to develop predictable and repeatable outcomes. While our default investments are always our strongest recommendation, we also customize portfolios to meet specific goals and social principles. Whether you invest through a growth, value, and/or fixed income strategy, consistent execution is our promise.
We’re your trusted advisor, a privilege we work to earn each day.
Founding Principals
Al Besse, Stephen Lee, and Dana Stewardson share a common philosophy
of growth investing and a top-down approach to fixed income investing.
Founding Principals
Al Besse, Stephen Lee, and Dana Stewardson share a common philosophy
of growth investing and a top-down approach to fixed income investing.
Growth & Diversification [1]
In 1993, we began managing the Logan Growth strategy (mid to large cap growth) and introduced the Logan Large Cap Growth strategy in 1997. In the time since, we have carefully added strategies to balance the business and provide our clients with diversified investment strategies.
As part of this business strategy, we introduced value strategies in 2000 by acquiring Berwind Investment Management. Logan also acquired their Large Cap Value investment product, now called Logan Concentrated Value (LCV), as well as Berwind’s team of portfolio managers. The Value team has since introduced Logan International ADR, a bottom-up strategy concentrated on international stocks traded in the US.
We now offer a mix of eight growth, value, and fixed income strategies that we tailor to our clients’ financial goals.
Strong Roots
As our investment offerings have grown, so has the firm. Today, we are a team of about 32 experts in portfolio management, analysis, marketing, operations, and accounting. Commitment and high-quality personal service remain hallmarks of Logan’s client relationships.
Our founding partners’ complementary strengths power both the investment decisions and the evolution of the firm, which continues to be 100% employee-owned. Despite the firm’s growth, we continue to operate from our headquarters in Newtown Square, PA, the small town outside Philadelphia where we were founded.
[1] Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
