Get the Facts -- Review the Manager's Tax Procedures -- Restructure Investment to avoid The Big Time Surprise

Our goal is to build zero-tax audit risk hedge fund/private equity fund investment portfolios.

Logical Formulas helps you by performing targeted due diligence designed to identify the tax risks inherent in foreign direct investment scenarios.

We are committed to providing you with the best possible financial services available.  We suggest an alternative ways of taking tax risk aversion of the investor into account. 

Does Your Investment Manager Control Your Tax Risk? -- Let Us Help You Assess Your Investments

A portfolio consists of two components: the beta component and the alpha component. Unforseen tax risk has no place in a properly managed portfolio -- such risk is neither beta nor alpha -- and must be controlled.

Investors who pay active investment managers' high fees naturally have a great interest in whether or not the managers are generating alpha -- not alpha plus tax risk.

Imagine being the last remaining investor in a hedge fund only to discover that upon an IRS audit years of tax negligence have left your investment burdened with the tax bill long after other investors had withdrawn their money from the fund.

We Assist You in Arriving at the Optimal Tax Risk Protected Solution

Logical Formulas proposes a two step process where optimal solutions are determined and implementiation steps are carried out For example, we might assist you in converting your investment from a fund investment to a managed account -- or we might work with the investment manager to eliminate the risk though better structuring or alternatively through contractual indemnification.


Jeff Lonsdale
Logical Formulas
4516 Lovers Lane #122
Dallas, TX 75225
(214) 769-3322

jeff@logicalformulas.com