A complete list of active advisors currently associated with Logical Investments, LLC

Warmer can help you find a great advisor at Logical Investments, LLC or one who fits your needs even better.

Logical Investments serves individual investors (including both high‑net‑worth and non‑HNW clients), corporate entities, and limited partners of its pooled investment vehicle. The firm provides discretionary portfolio management, periodic financial planning and tax consulting, and administers a hedged equity pooled vehicle on behalf of limited partners. The firm typically implements advice through model-based portfolios that include a prevalent hedge component to limit equity risk and which are reviewed at least quarterly after an initial fact‑finding meeting. Its investment process combines fundamental and statistical analysis and applies core diversification alongside options‑based alternative income strategies and momentum‑based programmed trading, with human oversight of trade transmissions. What distinguishes the firm from many peers is that it acts as founder, general partner and investment manager of Oakstone Hedged Equity, LP and performs investment supervisory and administrative services for that pooled vehicle — a capability uncommon for firms of this size. The firm is relatively small (one registered advisor, roughly $45.7 million in discretionary AUM across about 77 clients), generally maintains discretionary authority over client accounts, limits client‑imposed trading restrictions, and does not vote client proxies.

To learn more about the advisors currently working at Logical Investments, LLC, 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.