|
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. He has been working in the
investment world with 25 years of corporate finance. He has been finance
officers of two multi-billion dollar corporations and consulted with many
others while at McKinsey & Company. As part of this work and as a current
honorarium finance faculty member of the University of Colorado, Allan has
studied financial markets and the behavioral aspects of investing. He notes
that large corporations tend to invest their assets in a much more logical,
non-emotional manner and believes that those same techniques are just as
applicable to individual investors.
Allan is now taking the lessons learned from this wealth of experience and
applying it to educating investors who want to maximize their chances for
building wealth, whether it be for retirement or other shorter term needs.
Allan practices what he preaches and has reaped the financial rewards of
“Decades of Dullness!”
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®)
Organizations:
Honorarium Finance Faculty - University of Colorado at Colorado Springs
College of Business.
Volunteer mentor and sponsor - Colorado Springs Technology Incubator.
Other:
Decades of Dullness! Logical investing works.
Quotes in THE WALL STREET JOURNAL, MONEY MAGAZINE, MARKETWATCH and many others.
Personal Finance Column in The Colorado Springs Business Journal.
Click to read columns and Media Quotes
Family:
Wife: Patty and son Kevin (10).
In second grade, Kevin was able to design a portfolio that has beat Wall
Street soundly! Read
2nd GRADER PORTFOLIO
|
