A complete list of active advisors currently associated with Starklogic LLC

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

StarkLogic LLC is an investment manager formed in 2018 that provides discretionary portfolio management and wealth management services for pooled and institutional accounts, while also offering financial planning for individual clients. The firm prepares Financial Reviews and Investment Plans to guide implementation and ongoing monitoring of client portfolios. The firm emphasizes asset allocation as the primary determinant of returns and employs both strategic and tactical allocation methods supported by computer models and third‑party research. Portfolios are typically implemented through no‑load mutual funds and ETFs, with the occasional use of individual stocks, closed‑end funds, MLPs and fixed income securities, and accounts are generally managed on a discretionary basis. Distinctive features in the brochure include an explicit offering of fee‑based educational seminars and standalone hourly financial planning, and a stated willingness to work with a broad mix of client types such as pension and profit‑sharing plans, endowments and charitable organizations. The adviser’s materials also reflect an early‑stage manager profile (established in 2018) and a prior reporting period showing no assets under management, suggesting a focus on building institutional or pooled relationships and referral arrangements with other advisers.

To learn more about the advisors currently working at Starklogic 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.