Private Wealth Management
Preserve and grow capital across market cycles. A defined framework for serious capital. Discipline, not prediction.
Discretionary management for a small number of private clients. Assets stay in your own Interactive Brokers account, and you work directly with the portfolio manager.
Discipline over prediction
Every decision follows a written framework. Nothing is improvised in a difficult market.
Custody you can verify
Assets are held at Interactive Brokers, in an account in your name.
One fee, no lock-up
A single annual management fee. No performance fee, no minimum term.
The firm
Stewardship, not speculation.
Building wealth and managing it are two different disciplines. The second demands daily attention and the temperament to hold a course precisely when it is hardest.
We take that on. A short client list, one written framework applied to every mandate, and a manager accountable for every decision within it.
The framework is walked through in full during your private review, before any commitment.
Who we serve
A short client list, by introduction and review.
Relationships typically begin at $1 million in investable assets, with a horizon of three years or longer.
Business owners
Wealth created through a company, with no time left for markets.
Physicians and executives
High income, demanding schedules, a long horizon.
Families with a legacy
Households thinking in decades and planning for what follows.
How to begin
Four steps. It starts with a conversation.
- 01
Private review
A confidential conversation about your capital, your objectives, and your tolerance for drawdowns.
- 02
Mutual fit
We confirm the mandate suits your situation. If it does not, we say so.
- 03
Account opening
You open or connect an Interactive Brokers account in your own name.
- 04
Ongoing management
The mandate is managed under the framework, with monthly reporting and direct access.
The founder
I built Logos Insight to manage capital the way I would want mine managed: with the rules written down before they are needed.
Questions
Direct answers.
Private review
Start with a confidential conversation.
Tell us briefly about your situation. If the mandate suits you, we arrange a private review covering how the portfolio is managed, what it costs, and where the risks sit.
- Recommended horizon
- 3+ years
- Custody
- Interactive Brokers, in your name
- Fee
- One annual management fee
- Response time
- Within 2 business days
Your details are read by the firm only. Submitting a request does not obligate you to become a client, and does not guarantee acceptance.
Request a Private Review
Takes about two minutes. We reply within two business days.