One Service. Working Together Seamlessly.
Prosperlogic is investment management designed with the radical idea that prosperity is about more than just money. It's about freeing you up to do things in life you're passionate about today, whatever they are, while preparing for the world tomorrow.
We're salaried and fee-only, which means that we don't accept commissions. By design. You'll never need to worry about weird conflicts of interest and sales pitches.
Our service features a number of cool features, which make us very easy to work with:
Individual Attention.
When it comes to the future, we all could use an extra hand. Or four hands, for that matter. That's why we believe having two people to work with is essential. Two professionals, trained in two different specialty subject areas, working with you individually.
Weekly Portfolio Updates.
We're always watching your money with our smart software, and we share some of the data with you, too. We give you something that human advisors only have time to do maybe once a quarter, and maybe only once year (or maybe never!): a portfolio update, every Friday.
Novice-Friendly.
We work with people who have never invested before, or who have had negative experiences before 'getting sold' by other investment managers. We work with busy parents, teachers, and people who are passionate about Doing Other Things. We're patient and we work with you as partners.
Client Education. Taught By The President.
The more we educate our clients, the better we work together. We hold monthly seminars on financial planning topics. We've also written a short, one-hour seminar that teaches the basics in a very down-to-earth manner. Per our tradition, these courses are taught by Luc, himself.
Always In Reach, Within Seconds.
We have our own smart phone system, modeled after how we ourselves like to be treated. You call. You talk. No phone menus or "Press 1 for .." Nope. When you call us at (855)-HI-PROSPER, when our computer recognizes you as a client, and you get a real, live person every single time.
A Client Website That's Simple.
When's the last time you thought navigating a financial website was simple? We thought so. Our private client website, Prosperlogic Mezzanine™, is clean and easy-to-use. On Purpose. Securely email and share files with your team. See your portfolio review reports. It's simple and smart.
** Prosperlogic Partners™, Prosperlogic FastLane™, Prosperlogic Fundamentals™, Prosperlogic Mezzanine™, Prosperlogic Sunrise™, and Prosperlogic Perpetua™ are all trademarks of Prosperlogic, Inc.
