Advisor Logistics

White glove portfolio management for the consummate advisor

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

Outsourced Portfolio Management

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

5 Pillar Trade Management

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

Our Purpose

Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers and financial software experts offering customized portfolio management overlay services to the RIA Community. Our team allows advisors to focus on what’s important to them while outsourcing their back office portfolio management responsibilities to us for a competitive cost alternative to hiring a TAMP or purchasing software and hiring, training, and managing a full-time staff.

Advisor Logistics was created with the consummate advisor in mind. By providing a fully scalable outsourced management solution, we allow the advisor to focus on what is important to them while we take care of the rest.

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Check the background of your financial professional on FINRA’s BrokerCheck. Advisor Logistics, LLC is a Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional or attorney before implementing any strategy or recommendation discussed herein. The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).