This versatile strategy can be employed as either an equity or fixed-income strategy, depending on the investor’s long- and short-term goals. A distinct set of holdings is carefully selected for each investment type.

Past performance does not guarantee future results.

Investment Style

Offers two distinct and separate equity styles: a Core approach with Growth and Value portfolios in one account

Growth holdings have rising earnings tied to pricing power and enjoy an economic tailwind; value holdings are financially sound mega-caps with high and growing dividend yields

Automatically rebalances [1] semiannually between Growth and Value

Primarily characterized as an intermediate fixed-income investment style with investment-grade bonds

Focuses on investing in municipal bonds

Performance Highlights

The strategy’s goal is to provide solid performance and preservation of principal

Uses a top-down approach and internal research to formulate economic and interest rate forecast. These forecasts function as a foundation to develop the maturity, sector allocation, and duration targets

[1] Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.

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.