Philadelphia, PA Office

Logan Capital Management is an SEC-registered investment adviser with roughly $3.1 billion in assets under management and a 16-advisor team serving about 1,800 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting and wrap/sub-advisory services, and it acts as adviser to the Logan Capital Broad Innovative Growth ETF.

Investment decisions combine top-down macroeconomic work with fundamental and technical analysis across a suite of equity and fixed-income strategies (growth, value, dividend, international, concentrated and multiple fixed income mandates) and employ model portfolios with defined buy/sell disciplines and periodic rebalancing. Logan Capital has integrated AI into data analysis and client reporting and uses an Orion OCIO arrangement to support trading, investment due diligence, tax-related services, client reporting and custom indexing.

Compared with many multi-team peers, Logan Capital manages an affiliated registered ETF and documents procedures to address side‑by‑side management of the ETF and separately managed accounts, and it serves several institutional client types that are less common for firms its size — including insurance companies, state and municipal clients, and other registered investment companies. The firm also operates through intermediary channels (wrap programs and sub-advisory relationships), provides regular written client reporting, and discloses a dually registered investment adviser representative, reflecting distribution and operational relationships beyond a typical multi-team advisory practice.