Diversified Options. Consistent Approach.


Logan Capital’s range of equity and fixed income strategies focus on high-conviction investments with strong prospects.
  Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, a portfolio management team with 50+ years’ combined market experience, and a commitment to your best interests through smart, research-backed investments.

 

High-conviction investments with strong approaches

Each strategy entails a clear process combining qualitative and quantitative fundamental analysis, a portfolio management team with 50+ years’ combined market experience, and a commitment to your best interests through smart, researched-backed investments.

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Logan Dividend Performers Balanced

A combined core equity and fixed-income strategy that blends principal growth, focused on high-quality companies with consistent dividend growth, with income and lower-than-market risk.
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Logan Dividend Performers

An equity-based strategy investing exclusively in high-quality companies with consistent growth in dividends.
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Logan Large Cap Growth

Slightly on the aggressive side, Logan Large Cap Growth (LCG) is a true large-growth strategy.
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lg

Logan Growth

Logan Growth (LG) is a mid to large cap growth strategy that works well as core growth exposure.
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LV

Logan Value

Logan Value (LV) identifies large-cap stocks with strong fundamentals that have relatively high dividend yields.
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lcv

Logan Concentrated Value

Logan Concentrated Value (LCV) identifies mega cap stocks with strong fundamentals that have relatively high dividend yields.
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Logan Global Growth

Logan Global Growth (GG) combines Logan’s top-down growth approach with globally sourced holdings.
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Logan International Dividend ADR

The Logan International Dividend ADR (LID) strategy has a total return approach, seeking both income and capital appreciation.
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Logan Core

Logan Core (CORE) blends growth and concentrated value styles—and the expertise of both our Growth and Value teams—in a single account.
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Logan Absolute Return

Logan Absolute Return (AR) is a short-duration strategy with the objective of outperforming short-term interest rates while preserving capital.
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hq

Logan High Quality Balanced

Logan High Quality Balanced (HQ) is a versatile strategy that can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals.
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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.