|
Wealth Logic, LLC is an Investment Advisory and Financial
Planning firm that uses behavioral finance, logic, and data to develop a
financial approach that will produce significantly higher real returns than most
investors for their desired level of risk.
Core Beliefs
1. First and foremost, we believe that most investors have the opportunity
to double long-run real earnings by investing using logic rather than
emotions.
2. Similar to Belief #1, both logic and data support the notion that YOU GET
WHAT YOU DON'T PAY FOR. Efficient investing is a critical component required
to capture the higher real earnings mentioned above.
3. We all have mental models that, without realizing it, create destructive
behaviors that result in transferring our hard-earned wealth to others.
4. Investing is simple and one must always keep the KISS (keep it simple
stupid) principal in mind. No one cares more about your money than you. You
can do it with a little effort and a little help.
5. Most investors have low hanging fruit - opportunities to build more
wealth with little or no additional risk.
Allan S. Roth
Allan is the founder of Wealth Logic, LLC. An hourly based financial
planning and investment advisory firm. He has been working in the investment
world with 25 years of corporate finance. Allan has served as corporate
finance officer of two multi-billion dollar companies, and consulted with
many others while at McKinsey & Company.
Allan is an expert in portfolio construction and performance benchmarking.
He has been quoted in such publications as The Wall Street Journal, Money
Magazine, The New York Times and Dow Jones MarketWatch, and appeared on
numerous TV and radio shows.
Allan takes pride in being mocked on a semi-regular basis by some financial
professionals for his hourly fee model and its obvious inability to make him
rich. He is also the author of
How A Second Grader Beats Wall Street (Wiley & Sons in 2009 and 2011)
and writes for CBS News at
CBS Moneywatch.com. Allan teaches behavioral finance at the University
of Denver and has been an adjunct faculty member at Colorado College and the
University of Colorado at Colorado Springs. Despite the many credentials (CFP,
CPA, MBA) he has earned, Allan claims he can still keep investing simple.
His professional goal is to never be confused with Jim Cramer.
Education:
B.S. - University of Colorado, Magna Cum Laude
MBA - Northwestern University (Kellogg)
Executive Program - Stanford University Graduate School of Business
Finance Experience:
Corporate Finance Officers of Kaiser Permanente and WellPoint.
Management Consulting – McKinsey & Co.
Public Accounting – KPMG
Professional Certifications:
CERTIFIED PUBLIC ACCOUNTANT (CPA)
CERTIFIED FINANCIAL PLANNER TM
(CFP®)
Click to read columns and Media Quotes
Family:
Wife: Patty and son Kevin (14).
In second grade, Kevin was able to design a portfolio that has beat Wall
Street soundly! Read
2nd GRADER PORTFOLIO
|
