Logan Capital Management

Overview

We build strong financial futures through strategic equity and fixed income investments.

Strong Advocates
As a registered investor advisor (RIA) firm, we always advocate for our clients and act in their best interest. Our approach is to manage portfolios with steadiness and intellectual vigor, and communicate investments and results with full transparency.

Strong Partnerships
We are a 100% employee-owned corporation that partners with financial advisors to determine strong investment strategies for our clients, while also directly advising institutional and individual investors.

In 1993, we began managing the Logan Growth strategy (mid to large cap growth) and introduced the Logan Large Cap Growth strategy in 1997. In the time since, we have carefully added strategies to balance the business and provide our clients with diversified investment strategies.

As part of this business strategy, we introduced value strategies in 2000 by acquiring Berwind Investment Management. Logan also acquired their Large Cap Value investment product, now called Logan Concentrated Value (LCV), as well as Berwind’s team of portfolio managers. The Value team has since introduced Logan International ADR, a bottom-up strategy concentrated on international stocks traded in the US.

We now offer a mix of eight growth, value, and fixed income strategies that we tailor to our clients’ financial goals.

As our investment offerings have grown, so has the firm. Today, we are a team of about 32 experts in portfolio management, analysis, marketing, operations, and accounting. Commitment and high-quality personal service remain hallmarks of Logan’s client relationships.

Our founding partners’ complementary strengths power both the investment decisions and the evolution of the firm, which continues to be 100% employee-owned. Despite the firm’s growth, we continue to operate from our headquarters in Newtown Square, PA, the small town outside Philadelphia where we were founded.