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 measures lifetime investment demand cycles of our population, based on ingrained societal norms, so it measures natural demand for assets such as stocks, bonds and real estate levels over time, extending back to 1900 and through 2040, it is a leading indicator of these cycles, and it is uncanny how accurate this model has been at defining natural stock market and economic cycles.

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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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Always Invest in a Winning Team

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Thomas Kee
President & CEO
Managing Director
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Randy Swan
Sub Advisor
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Scott Kyle
Sub Advisor

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Brian Lavoie

Disclaimer: Randy Swan, Scott Kyle, and Brian Lavoie are all employees of other advisory firms and those resources are used to engage the strategies offered by Equity Logic. Thomas Kee is the only official employee, and one of his responsibilities is to manage and oversee the sub advisors and traders that operate the strategies. Neal Rau is in training and will be an employee upon completion, but is not an employee at this time.