Jeff Palmer

Logix employs the DH Logix Smart Value Strategy, which seeks to invest primarily in equity securities of undervalued, dividend-paying companies. The strategy uses yield as an effective, objective valuation metric in making buy, sell, and hold decisions over an industry market cycle.

Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes.