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
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.