Receive the Personalized Attention You Deserve.
Schedule a one-on-one meeting with one of our financial advisors today. We are here to understand your needs and help your money work harder for you.
Receive the Personalized Attention You Deserve.
Schedule a one-on-one meeting with one of our financial advisors today. We are here to understand your needs and help your money work harder for you.
Getting Started
At Sector Logic, our goal is to help you achieve your investment objectives, and we look forward to building a long-term, successful relationship with you. To begin, follow the steps below to set up your account and speak with an investment advisor.
Step 1
If you’re already in touch with one of our experienced investment advisor representatives, please reach out to them directly.
Step 2
If you haven’t yet connected with a representative, contact our main office at 1 (800) SECTORS / 1 (800) 732.8677, and we will assign a representative to assist you.
Step 3
Your representative will discuss your investment goals and risk tolerance, as well as provide detailed information on pricing. Our fees vary based on the program and the amount invested.
Step 4
We will review your investment objectives and the results of your risk tolerance questionnaire. After completing all necessary forms and agreements, we will determine the optimal investment strategy tailored to your needs.
Step 5
Once your funds are transferred to Charles Schwab, we will implement your investment strategy. You will have full access to your account, which will be held in your name.
For more information or any questions, please don't hesitate to call us at
1 (800) SECTORS / 1 (800) 732.8677.