At Logic we like to meet with you in order to understand and develop an investment plan that outlines the financial goals you would like to achieve.  This is an extremely important step for us and is the basis of how we structure a portfolio.  In order to better gauge your current financial situation, please take the time to answer the following questions for yourself:

• What is your investment time-frame?

• What financial goals would you like to achieve within it?

• How much do you have to invest?

• How much risk are you willing to take on?

• What is your current investment strategy?

With the answers to these questions we will be able to understand your goals and tailor a strategy based around managed funds or private portfolio investment.  In all cases our objective is to reduce risk, increase liquidity and enhance returns.