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White Glove Portfolio Management For The Consummate Advisor

The Purpose

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Our Mission: To provide white glove portfolio management and oversight services to a select group of advisors who desire to focus on client relationships while outsourcing the asset management and oversight piece of their business to experienced professionals.

 

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Our Value: A highly skilled and seasoned group of former Registered Investment Advisors (RIA’s) 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 backoffice portfolio management responsibilities to us for a competitive cost alternative to purchasing software and hiring, training, and managing a full-time staff or hiring a model manager or TAMP solution.

The Service

Advisor Logistics was created to implement portfolio management and oversight services personalized to the way each advisor prefers them to be accomplished. Our team of seasoned advisors and financial software experts incorporate the philosophies, strategies, models, and funds of each individual advisor and is agnostic to all of these investment components. Advisor Logistics is only concerned with fulfilling the expectations of the advisor while remaining neutral to style.

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    You set the guidelines, philosophy and strategy, while we do the labor of setting them up and overseeing them.

Portfolio Management

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    We monitor your portfolios daily to identify trading needs; if trades arise we execute and then
    reconcile.

5 Pillar Trade Management

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    We capture vital statistics and measures and deliver them to you in a clean and easy
    dashboard, helping you understand your portfolios and satisfying for compliance requirements.

Oversight Reporting & Diagnostics

Cornerstones of Success

We work with advisors that share our vision and values, emphasizing quality relationships
rather than quantity.

Cohesion

Hiring Advisor Logistics doesn’t require you to change your infrastructure or the way you do business. We operate in within your custodian, models and philosophy.

Customization

Security and Technology are of utmost importance; we want to set the technological
standard which other advisors can emulate.

Communication

With multiple staff and redundancies, we offer services every trading day, providing a great solution to your continuity needs.

Continuation

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”).