Company

Advisor Logistics, LLC

Investment Management San Antonio, Tx, United States 5 employees

Employees: 5
Contacts: 1
Emails: 1

www.advisorlogistics.com LinkedIn

Advisor Logistics, LLC Overview

Headquarters: San Antonio, Tx, United States
Website: www.advisorlogistics.com
Industry: Investment Management
Employees: 5
Founded: 2018
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Portfolio Management Backoffice Outsourcing Trading and Rebalancing Risk Mitigation and Oversight Financial Software SEC Registered Business Continuity

About Advisor Logistics, LLC

Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers 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 back office portfolio management responsibilities to us for a competitive cost alternative to hiring a TAMP or purchasing software and hiring, training, and managing a full-time staff. AL was created with the consummate advisor in mind. By providing a fully scalable outsourced management solution, we allow the advisor to focus on what is important to them while we take care of the rest.