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Overcome Fiduciary Fatigue & Expand Your Toolbox

Expand Your Toolbox

Expand your toolbox with an Outsourced Chief Investment Officer (OCIO)

 

An OCIO acts as a co-fiduciary with legal accountability to protect your client’s  assets and advise you objectively about investment opportunities and applicable market risks. 

Overcome Fiduciary Fatigue

We improve fiduciary oversight to effectively account for and comply with increasingly dynamic regulations.

 

f3Logic offers co-fiduciary status on all advisory accounts to address the problem of regulatory risk.

Customized Portfolios

The Freedom Program and the Liberty Program have been designed just for you.

 

We work with each advisor to help craft a customized, institutional investment approach. From here, we collaborate with each advisor to align the portfolio with the end client.

Model Portfolios

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Freedom Program

The Freedom Unified Managed Account Program is desired for investors with at least $100,000 to invest who wish to utilize a well-researched institutional money management process utilizing a custom-tailored, granular approach with individual equities. Investors of the Freedom UMA will enjoy access to multiple separately managed account sleeves that are actively managed by the UMA overlay process to gain maximum tax efficiency and risk-appropriate market exposure.

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Liberty Program

The Liberty Program is designed for investors with as little as $10,000 who wish to have access to a rigorous and well-researched institutional money management process utilizing pooled investment vehicles. Liberty models provide these clients with diversified investment allocations, including the implementation of alternatives to actively manage downside risk while managing access to market returns consistent with investors’ desired risk tolerance.

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All data is net of fees. | Advisory services are offered through f3Logic, LLC, a registered investment advisor. Securities offered through Independent Financial Group, LLC, a registered broker dealer. Member FINRA (FINRA.org) and SIPC. (www.SIPC.org). IFG is not affiliated with any of the entities listed. Additional advisory services may be offered by the respective entities listed as permissible by state law.