
Logic Capital Management
Investment advisory services focusing on risk management, customized portfolios, and long-term financial success.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Acquisition | |
Total Funding | 000k |
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Logic Capital offers comprehensive investment advisory services, specializing in risk management and the creation of customized portfolios to meet long-term financial objectives. The firm operates with a client-centric approach, emphasizing the importance of understanding individual risk tolerances and providing tailored solutions to mitigate potential financial exposures such as loss of income, investment risks, inflation, and taxes. Logic Capital's business model is directly aligned with client success, offering complimentary consultations to ensure the right financial advisory fit. The company collaborates with clients and external advisors to form a cohesive team, ensuring open communication and regular reviews to achieve financial goals. Logic Capital serves a diverse clientele, including individuals planning for retirement and those with legacy planning goals, leveraging accumulated wealth to secure financial futures. The firm generates revenue through advisory fees, which are tied to the success of the portfolios managed. Keywords: investment, advisory, risk management, portfolios, financial planning, retirement, legacy, client-centric, consultation, wealth.