Overlay services are often used for large institutions, where an Overly Manager orchestrates between various SMAs to ensure clients are in appropriate asset allocation while considering taxes, constraints, and other potential factors. We use our tools and expertise to bring similar oversight to your client’s accounts where you may have a variety of ETFs, Funds and Equities come together to make up a client’s portfolio. This is different than a robo-style outsource solution, where trading and rebalancing operates mechanically and without the professional eye to ensure all parts are working together.
Remain in complete control of your investment philosophy while Advisor Logistics carries out what you want, how you want it. We seek to understand your approach and develop the strategies and ideas to implement it efficiently and effectively across your client’s accounts.