Clearlogic Financial, Inc.

ClearLogic Financial, Inc., a Registered Investment Adviser, was established in 2004 as Ticknor Atherton & Associates before being rebranded in 2015. The firm, owned by President Samuel Mark Atherton, manages client portfolios individually, offering continuous financial planning and investment advisory services. Clients have the flexibility to impose restrictions on their accounts. As of December 31, 2023, the firm managed assets totaling $383,487,422 on a discretionary basis and $41,703,146 on a non-discretionary basis. ClearLogic operates on a fee-only basis, providing individualized financial plans and investment strategies tailored to client goals. The firm recommends investments in mutual funds and exchange-traded funds, with a focus on strategic asset allocation based on Modern Portfolio Theory principles. The annual fee for asset management services is calculated on a sliding scale, starting at 1.00% for the first $1 million of assets. ClearLogic does not participate in wrap fee programs and fees are negotiable. The firm does not receive compensation from third parties for client advice and maintains a fiduciary duty to act in clients' best interests. Clients have the option to pay fees quarterly, with accounts reviewed and rebalanced regularly to maintain agreed-upon asset allocations. ClearLogic does not engage in proxy voting for client securities and does not serve as a custodian for client funds or securities.