$6MM AUM | $1 GDC in Marco Island, FL

Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
35 days old
General
Location
Marco Island, FL, US
Profile Type
Seller | Merge | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$6.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
1
Overview

Equity Logic is a third party money manager for RIAs, who operates through the Interactive Brokers Portal.

Our CORE Portfolio Strategy had a 34 Sortino Ratio Last year, and it was completely protected from market risk 52% of the time.
Please review CORE, our Conservative option, as a solution for risk averse accounts

Tax Advantaged: for clients who want to avoid a large tax consequence and protect accounts too, we have a tax - advantaged model
Aggressive option: We have an ULTRA Core model too, for more aggressive accounts, that piggybacks CORE's risk metrics.
These are all ETF - ONLY Strategies focused on the S&P 500 (SPY, SSO, SDS)

Email tomkee at equitylogic .net for details.

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