The Service

Outsourced Portfolio Management

Remain in complete control while Advisor Logistics carries out what you want, how you want it. We implement your portfolio practices, preferences, and models at your custodians of choice. Sit down with us to see how our management solutions are built for your portfolio philosophies.

5 Pillar Trade Management

Advisor Logistics continuously monitors your portfolios to identify various types of trading needs:

  • Direct Orders
  • Significant Transactions
  • Cash Management
  • Variance Analysis
  • Multi-Style Rebalancing

Advisor Logistics is there for you the entire way, identifying, executing and reconciling trades.

Oversight Reporting & Diagnostics

Advisor Logistics utilizes customized financial software and proprietary analysis tools to ensure your clients and their assets are always being effectively monitored and managed with the highest level of care and detail. These analyses are delivered to you in a clean and efficient way.