A complete list of active advisors currently associated with Portfolio Logix, LLC

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

Portfolio Logix, LLC provides discretionary and non‑discretionary portfolio management and financial consulting to individuals (including high‑net‑worth clients), charitable organizations, corporations and small businesses. The firm also advises defined‑contribution (401(k)) participants through a third‑party platform and manages assets using firm models and individualized account guidelines. The firm tailors asset allocation and security selection to each client’s objectives and risk tolerance, using a mix of equities, fixed income, REITs, limited partnerships, mutual funds and other instruments. Its investment process may include derivatives and option strategies—such as hedging and covered‑call techniques—implemented in separately managed accounts as part of discretionary portfolio management. Noteworthy aspects of the firm include a historical regulatory disclosure relating to a net‑capital matter from the early 2000s that was reported and resolved, and the firm’s explicit use of derivatives in managed accounts, a practice that is relatively uncommon among similar supported firms. The adviser moved custodial relationships onto a large institutional platform in 2023, no longer offers insurance products following a lapse of that license, and operates with a small advisory team overseeing roughly $39.5 million in client assets.

To learn more about the advisors currently working at Portfolio Logix, 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.