F3Logic Recruits $2.5 Billion Team From AYCO

ARCHBOLD, Ohio, Nov. 15, 2018 /PRNewswire/ -- F3Logic has struck a deal with Veracity Capital LLC. Formerly part of AYCO, a Goldman Sachs company, the team managed approximately $2.5 billion in assets. F3Logic has grown rapidly over their inaugural year and is excited to add Veracity Capital to their growing list of partnered firms including CIG Financial Services, Compass Point Retirement Planning, Financial Consultants of America, and Kusske Financial Asset Management.

F3Logic is a national RIA, headquartered in Ohio, providing best-in-class consulting, investment platforms, and technology to independent Advisors and RIAs. The experienced executive team, led by Michael Childs, includes Kevin Nentwich, Robert Dearman, and Richard DeSalvo. Drawing from their thorough, individual expertise, they work as "RIA architects" to engineer and maintain firms that are independent from large financial institutions. F3Logic invests time learning about advisors' needs and their practice, mapping out the most beneficial structure, and helping build that solution.

Richard DeSalvo, F3Logic COO, says, "The Veracity Capital team stands on the idea that truth builds trust.  In our industry, that means offering true fiduciary services to our clients.  Through F3Logic, Veracity Capital will have the support to provide a fiduciary focus and establish a deeper trust with their clients."

Veracity Capital is a wealth advisory firm with offerings that include strategic wealth management, financial planning, investment management, and risk management. Veracity Capital serves on behalf of their clients as trusted fiduciary partners with methods that are efficient, objective, and strictly focused on each client's best interest.

Veracity Capital CEO, Kevin S. Gray said, "We're excited to work in tandem with the F3Logic team and tap into the intellectual capital and technology they provide."

Both parties are confident that this new partnership will result in improved service and thus better outcomes for clients.

F3Logic is an RIA Architect. Built to break the traditional mold cast by large financial institutions, F3Logic empowers advisors to offer their clients the same high level of service and products they have come to expect without the bureaucracy of larger organizations. While providing best-in-class investment platforms and technology to advisors is an important aspect of F3Logic, the experienced executive team also works closely with each firm to provide support in all facets of an advisory business from initial planning to technology and compliance. F3Logic has the tools required to build a sturdy advisory structure and maintain it over time. Visit www.f3logicllc.com for more information.

Advisory services are offered through F3Logic, LLC, a registered investment advisor. Securities offered through Independent Financial Group, LLC, a registered broker dealer. Member FINRA/SIPC. IFG is not affiliated with any of the entities listed. Additional advisory services may be offered by the respective entities listed as permissible by state law. 

If you would like more information about this topic, please call Richard DeSalvo at 201-787-0799, or email [email protected].

SOURCE F3Logic

Related Links

http://www.f3logicllc.com