Logic Capital Management
Honest Financial Advice
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Logic Capital...

It starts with a plan.

 

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.

Our advice is guided by a fiduciary standard of trust, which places the interests of our clients ahead of our own. With that trust comes the assurance that the recommendations we make are objective and free of conflicts of interest. It is the foundation of our business model, and one of the things that sets us apart from our competition.

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
  • Houston's Finest - HPD Officers     RetireFromBlue.com  

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. 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 includes 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.
— Jason Zweig
 
 

 
 
 

Book a Consultation

We know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer complementary 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.

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