1-1 COACHING TO BUILD A CUSTOM PORTFOLIO YOU UNDERSTAND.
We help you achieve financial well being by helping you understand the investment universe and align your portfolio to your financial goals.
HOW IT WORKS.
Everybody receives a free initial consultation. If you decide to work with us, you can expect the following:
-Explore your current situation
-Learn investment basics
-Clarify your goals and objectives
-Develop an investment plan that you understand
-Customize your investment program
-Put your money to work
-Proactively monitor and adjust
We charge an hourly rate on a sliding scale based on how much money you plan to invest. You will get the same high touch personalized service no matter what you pay.
Matthew Castel and Peter Mantas launched Logos LP Coaching after realizing how daunting the stock market can seem. They created Logos LP Coaching as a way to help people understand the investment universe and feel confident about its benefits.
In addition to Logos LP Coaching, Matthew and Peter have managed Logos LP a private investment fund since 2014 which has made them trusted speakers, educators and value investing experts having been regularly featured on The MoneyShow, Rogers TV, Forbes, CNBC, Seeking Alpha, The ProfitGuide, TipRanks.com and Notable.ca. Their artisanal long-term approach and common sense views provide easily digestible and comprehensive perspectives on the investment world and help individuals and institutions generate alpha by overcoming many of the misunderstandings that currently make up the “conventional wisdom” of capital allocation. They are also available for live presentations and speaking engagements, seminars and private events.
Matthew and Peter are not brokers or advisors. They are investment coaches that offer independent perspectives.
They don’t sell any products or take any commissions. Instead, they collect an hourly fee for education and coaching services that help clients feel confident investing their own money according to their financial goals.