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Holistic Wealth Management for High Net Worth Clients

Investment Advice

  • Management of investment accounts
  • Portfolio review and investment analysis
  • Portfolio construction and process maintenance
    • Personalized Investment Policy Statement
    • Securities analysis and selection
    • Asset allocation development and implementation
    • Management and execution of rebalancing protocols
    • Portfolio benchmarking and measurement
  • Portfolio stress testing
  • Discretionary asset management
  • Cash management and liquidity planning
  • IRA rollovers and pension analysis
  • 401k advice and management
  • Conservator management services
  • Trust services

Logan Park acts as a fiduciary for clients and is a fee only investment adviser. All services are based on magnitude, complexity and scope of services provided. Logan Park Wealth Management does not provide legal or tax advice.

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