ECONOLOGICS FINANCIAL ADVISORS

Overview

Econologics Financial Advisors is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm operates as a capital allocator, blending discretionary portfolio management with financial planning, selection of outside advisers, and educational services. It also acts as an insurance broker and offers annuity solutions, which it integrates into client planning where appropriate. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The adviser is multi-state and not positioned as an ESG-focused investor. Investment activity centers on traditional pooled vehicles — mutual funds and other public funds — supplemented by targeted allocations to third-party alternative managers. The firm publishes client-facing materials and runs seminars or workshops as part of its client education and business development mix.

Assets & Accounts

Investments & Alternatives

Location & Offices