PORTFOLIO LOGIX, LLC

Overview

Portfolio Logix, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients, with additional work for small businesses. The firm charges a mix of percentage-of-assets and hourly fees and provides financial planning alongside portfolio management. Investment activity shows a clear tilt toward public equities, with a preference for exchange-traded exposures as the primary building block of client portfolios. Portfolio management is split between discretionary and non-discretionary mandates, enabling both ongoing portfolio oversight and client-directed accounts. The firm is not positioned as an ESG-focused manager and does not report broad multi-state adviser designations. Custody and execution are consolidated at Charles Schwab & Co., Inc., which houses the firm’s reported assets and supports access to exchange-traded products and separately managed account (SMA) platforms the adviser uses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices