Investor Relations


Steve Zimmerman

Toll Free (888) 861-1148
Cleveland Office (216) 861-1148
Cincinnati Office (513) 861-2000

Our Cincinnati office is located at:
9380 Montgomery Road, Suite 209 Cincinnati, OH 45242

Our Cleveland office is located at:
1801 East Ninth Street, Suite 1600, Cleveland, OH 44114

Portfolio Managers

Robert J. Herman 
Jeffrey H. Palmer 


• Industry Buy/Sell discipline based on proprietary valuation model

• Dividend yield valuation: Objective measure of value through money paid to shareholders

• Performance through realized capital appreciation and dividend cash flow; historically low beta

Logix began managing money for clients in March, 2002 and since inception has employed a single, focused investment discipline.

Logix is a unique dividend strategy that uses yield as an effective, objective valuation metric in making buy, sell, and hold decisions over an industry market cycle.

Logix is available to investors on a separately managed account platform or as a mutual fund utilizing the identical strategy.