Style Oversight

Remain in complete control while Advisor Logistics carries out what you want, how you want it. We implement your portfolio practices, preferences, and...
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Management and Execution

Advisor Logistics continuously monitors your portfolios to identify various types of trading needs: Direct Orders, Significant Transactions, Cash Management, Variance...
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portfolio Management and Implementation

Advisor Logistics utilizes customized financial software and proprietary analysis tools to ensure your clients and their assets are always being...
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our purpose

Our Purpose

Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers, and financial software experts offering customized outsourced trading, portfolio management overlay, and execution services to the RIA Community. Our team focuses on the day to day details of trading and portfolio management, while allowing advisors to focus on client relationships and big picture thinking.

Advisor Logistics was created to provide an institutional level support for the independent RIA without forcing them to fit in a box.  You think of and design investment philosophy, then our team will bring that philosophy to life on a day to day basis for your clients.   

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