A complete list of active advisors currently associated with Equity Logic

Warmer can help you find a great advisor at Equity Logic or one who fits your needs even better.

Equity Logic provides discretionary portfolio management primarily to high‑net‑worth individuals and to institutional or third‑party clients who meet the firm’s qualification thresholds. The firm focuses on US‑listed equities and ETF-based strategies and operates virtually with cloud‑based client documentation and communications. Investment decisions are guided by a multi‑horizon market analysis and executed through ETF‑centric, rule‑based strategies that include core S&P‑linked approaches as well as amplified‑exposure “ultra” and leveraged long/short programs. Strategies are generally implemented consistently across accounts under discretionary authority, with client‑specific customization available only by mutual consent for select situations. What differentiates Equity Logic from many peers is its use of performance‑based compensation arrangements tied to particular strategies and benchmark outcomes—available only to clients who meet qualified‑client standards—which is uncommon for firms of this size. The firm also emphasizes aggressive long/short and leveraged ETF tactics, mitigates conflicts through transparent, rule‑based processes, and does not maintain custody of client assets.

To learn more about the advisors currently working at Equity Logic, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.