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 manages roughly $12 million for a small client base and provides discretionary, rules-based portfolio management to individuals, institutions, and third-party advisors. The firm offers a range of ETF-focused strategies (long, short, and leveraged), bespoke trading strategies, an overlay service for taxable portfolios, and a non-discretionary Strategy Execution Service (SES) that executes client-initiated webhook/FIX signals. Investment decisions are driven by systematic, multi-horizon models applied to US-listed equities and ETFs; some intraday strategies (e.g., CORE Long Only) exit to cash daily while other variants employ margin and short signals. Equity Logic typically exercises discretionary authority for its proprietary strategies but segregates SES as a client-directed execution service, and it implements performance-participation arrangements only with qualified clients. Noteworthy distinctions include the firm’s use of performance-based fees within a small, largely solo advisory practice and its explicit acceptance of institutional and third-party clients, both less common among peers. The firm’s webhook/FIX SES, margin-capable overlay capability, virtual/cloud-based operations, and the principal’s external subscription publication further differentiate its service and operational model from typical independent advisers.

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.