Strategies that can achieve positive results in any market environment, regardless of economic conditions.

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Guided by the Investment Rate

The Investment Rate (IR) is a macroeconomic model that charts the rate of change in the amount of new money available to be invested into the economy annually, dating back to 1900 and extending beyond 2060; it is based on ingrained societal norms, like buying a house, the cost of education, and retirement, and it measures natural NEW demand for assets such as stocks, bonds and real estate levels over time, it is a leading indicator of these cycles, and it helps us define natural stock market and economic cycles, preferably in advance.

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For CPA's & Investment Advisors

Investment advisors, CPAs, and other licensed investment professionals can leverage Equity Logic to offer proactive and hedged equity investments to their clients. Our model can help protect client assets and investment portfolios from severe market declines like the ones that have occurred in recent years, using strategies that also allow those same portfolios to participate on the upside when the market increases as well. Request more information to receive details.

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We Serve a Diverse Clientele

From individual investors, retirees, hedge funds and retirement plans, to licensed investment advisors, Equity Logic serves a diverse clientele whose similar objective is to engage in proactive equity-based investment strategies that can work in any market environment, regardless of economic conditions, regardless of market direction, and because the portfolios are managed professionally, without sacrificing time or lifestyle. Request more information.

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Find Out if Equity Logic is Right for You

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