WHO WE ARE

DARE TO BE DULL!

WHO WE ARE

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 significant real returns over most investors for the desired level of risk.

Core Beliefs

First and foremost, we believe that most investors have the opportunity to increase long-run real earnings by 50% or more by investing using logic rather than emotions.
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.
We all have mental models that, without realizing it, create destructive behaviors that result in transferring our hard-earned wealth to others - those that are suppose to be helping us earn more as well as to the tax-man.
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.
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. 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. He describes his own investing style as exceedingly dull and profitable!

Education :

B.S. - University of Colorado, Magna Cum Laude

MBA - Northwestern University (Kellogg)

Executive Program - Stanford University Graduate School of Business

Professional Certifications :

CERTIFIED PUBLIC ACCOUNTANT

CERTIFIED FINANCIAL PLANNERTM

Organizations:

Honorarium Finance Faculty - University of Colorado at Colorado Springs College of Business.

Volunteer mentor and sponsor - Colorado Springs Technology Incubator.

Interests:

Tennis, Skiing, and really dull and profitable investing

Family:

Wife: Patty and son Kevin (6).

Goal is to make sure Kevin can invest better than the "professionals" by age 8.

WEALTH LOGIC, LLC

102 S. Tejon Street, Suite 800

Colorado Springs, CO 80903

Tel: 719-955-1001

Fax: 719-260-7904

email: ar@daretobedull.com