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.
