Managed Account Disclosure Form

Privacy Policy: We respect your privacy and NONE of your personal information will be shared with anyone outside of Equity Logic at any time, for any reason. We do not sell your name, and do not put you on any email list. This disclosure form is required by before any communication can be had. Alternatively, this page can be printed, filled out, and faxed to 1.866.213.2067.

* All Fields Required. (This is required to communicate about EQ but it is not a commitment by the potential client nor does it constitute acceptance by Equity Logic for any managerial services explained in the brochure).

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Always Invest in a Winning Team

Headshot TomHeadshot Tom
Thomas Kee
President & CEO
Managing Director
Headshot RandyHeadshot Tom
Randy Swan
Sub Advisor
Headshot ScottHeadshot Tom
Scott Kyle
Sub Advisor

Headshot BrianHeadshot Tom
Brian Lavoie
Trader

Disclaimer: Randy Swan, Scott Kyle, and Brian Lavoie are all employees of other advisory firms and those resources are used to engage the strategies offered by Equity Logic. Thomas Kee is the only official employee, and one of his responsibilities is to manage and oversee the sub advisors and traders that operate the strategies. Neal Rau is in training and will be an employee upon completion, but is not an employee at this time.