Logix Investments LLC

Logix Investments LLC, a registered investment adviser, offers portfolio management services through its subsidiary, GFP Private Wealth. Logix specializes in the Logix Smart Value Dividend Strategy, with a track record dating back to 2002. The firm manages $102 million in Regulatory Assets Under Management (RAUM) and advises on $235 million in Assets Under Advisement (AUA). Logix provides discretionary and non-discretionary portfolio management services to individuals, institutions, and businesses, utilizing a proprietary quantitative asset allocation model. Fees for portfolio management services range from 0.35% to 1.25% of assets under management, billed quarterly. Logix does not charge performance-based fees and does not engage in side-by-side management. The firm's investment strategy focuses on dividend yields and employs quantitative, charting, fundamental, technical, and cyclical analysis. Logix discloses its Code of Ethics, proxy voting policy, and cybersecurity risk management. Clients must have a minimum of $100,000 to open an account, which may be waived at the firm's discretion. Logix offers investment discretion and honors reasonable client-imposed restrictions. The firm does not have any disciplinary history and provides access to its Form ADV Part 2A Brochure upon request.