Welcome to Logic Capital
Logic Capital Management, LLC, is an independent, fee-based registered investment advisory firm providing customized investment management services and personal financial planning solutions.
The process of managing wealth can be complex and, at times, overwhelming. The relationship with your advisors shouldn’t be. At Logic Capital, our goals are to keep things simple, keep you informed and inspire confidence.
We serve:
Individuals and Families
Business Owners and Executives
Attorneys and Accountants
Healthcare Professionals
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. View our Client Relationship Summary here. We look forward to hearing from you.
"One good short-term decision at a time to reach long-term financial goals."
Contact
➤ LOCATION
7500 San Felipe St., Suite 150
Houston, TX 77063
☎ CONTACT
toby.whitby@logiccapital.com
(713) 781-1475
Areas of Service
Investment Advisory Services
Our investment advisory services include evaluating the tolerance for investment risk, building customized portfolios to achieve long-term objectives and managing these portfolios with our recommended custodial partners. Our business model is directly tied to your success.
legacy planning
Most of us have legacy planning goals. With the wealth accumulated over the years, there can be significant sums of money to contemplate leaving to spouses, the next generation, or a favorite cause. We educate our clients on tax-advantaged strategies to best achieve these objectives.
retirement PlanninG
Planning for retirement has many moving parts. We help our clients organize this process, set realistic expectations, consolidate scattered retirement plan accounts and put a plan in motion.
education funding
With the cost of quality education at historic levels, it takes more resources than ever to solve for this need. Prioritizing this goal is an important component to a family's financial plan and the next generation's future success.
risk management
Risk management is at the heart of the financial planning process. We want our clients to understand their risk exposures and solutions available that attempt to mitigate each. Such risks may include: Loss of Income, Investment Exposures, Inflation and Taxes just to name a few.
It takes a TEAM
Achieving long-term financial success requires the efforts of many. We partner with our clients and recommend outside advisors, when necessary, to work as a cohesive team to achieve the objectives. Open communication and periodic reviews is an important aspect of this team approach.
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”
Book a Consultation
We know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer complimentary consultations to walk you through our approach and potential solutions. Use the form below to tell us about yourself. We look forward to speaking with you soon.