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Investment portfolios for 401k & IRA Roth made simple2019-01-10T08:12:04+00:00

Investment portfolios made simple
Logical Invest – Rule-based and transparent investment strategies

CREATE YOUR SMART PORTFOLIO

47%

Our TOP 3 strategies average performance for 2017

24%

Our TOP 3 strategies average performance for 2016

Logical invest is a pioneer in building transparent, rules-based investment strategies that you can trade in your own account, including 401k and IRAs. The strategies allow investors to participate intelligently in core assets like Equities, Bonds, Gold and Volatility Harvesting.

Our Advantage:

MULTIPLE STRATEGIES IN ONE PORTFOLIO

Standard portfolios hold stocks and bonds. Sophisticated ones can hold Gold, Commodities, Foreign Bonds even Volatility. We go one step further. Our portfolios allocate to dynamic, adaptive Strategies. It is as if you were invested into multiple hedge funds. And yet it simple to trade and extremely cheap.

Portfolio allocation by Strategy
Portfolio allocation by by ETF/Stock
CREATE YOUR PORTFOLIO

WHY US

MARKET CRASH?

Our strategies include adaptive hedging mechanisms to protect from large market corrections.

TRANSPARENCY

The strategies are thoroughly back-tested and publicly documented so that both advisors and investors have a good understanding of “what is inside the box”.

CUSTOMIZATION

You can combine and allocate across strategies to create your unique META-strategy portfolio.

TAKE CONTROL OF YOUR RETIREMENT ACCOUNT(s)

Whether you have a 401(k), an IRA, a Roth IRA or SEP IRA or just a taxable account, we give you the tools to manage them using simple, cost-efficient and proven strategies. You will minimize discretionary decisions and difficult dilemmas, which can tire an investor. You are here for the long run. We can help you stay the course.

There is no commitment, no fund transfers. Just register with an email. You can cancel any time.

Get Started

Get a Free Account
Access our
STRATEGIES + CHARTS + FREE PORTFOLIO & ETF TOOLS + FORUM

With a free subscription:

  • Create and save a personal Portfolio.
  • Unlimited Access to our US Sector Strategy, Regular & Enhanced Permanent Portfolio
  • Use the Portfolio Builder to combine ETFs and test historical performance.
  • Chart major ETFs and get statistics like Sharpe, Sortino ratio, Max Drawdown.
  • Receive our monthly Market Outlook newsletter.
  • Participate in our open forums, ask questions, share ideas and learn about strategies and investing.

You also receive a 1-month Free-Trial Subscription:

  • Access current allocations to all our Strategies and CORE portfolios.
  • Build, test and optimize a portfolio using any combination of Strategies.
  • Access current allocations for your custom Portfolio.
  • Download and login credentials for our QuantTrader strategy development software.

Register to access our free tools

OUR SOLUTIONS FOR YOUR ETF INVESTMENT STRATEGY

SIGNALS SERVICE

Intelligent Portfolios to trade on your own account starting at $50/month.

LEARN MORE

Our desktop software helps you create custom strategies and multi-strategy portfolios for you or your clients.

LEARN MORE

MANAGED ACCOUNTS

1 Account, 9 Quantitative Strategies. Managed by The Estate Planners Group, powered by Logical-Invest.

 LEARN MORE

OUR SIGNALS SERVICE

Subscribe to one or more strategies and receive monthly allocation recommendations.

1.

YOU SUBSCRIBE TO YOUR PORTFOLIO

Starting from $50/month. You can cancel anytime from your account page.

2.

WE SEND YOU THE SIGNALS

Receive monthly allocations via email, track your portfolio allocations on-line or issue signals with our QUANTTrader software right on your PC.

3.

YOU TRADE AT YOUR BROKER

You place the trades yourself and keep control of your investments at your own account anywhere in the world.

QUANTtrader Software – No coding required

Advanced users and professionals can tap into the power of our software and customize all aspects of our strategies, backtest variations and issue their own signals any time in the month.

CUSTOMIZE

Customize and backtest all LI strategies. Replace instruments, test parameters,try alternative hedges, all without coding. Issue your own trading signals any day of the month.

BUILD YOUR OWN

Leverage our powerful ranking algorithms to easily create intelligent strategies using your own instruments and ETFs.

PORTFOLIO OF STRATEGIES

Create a “strategy of strategies” that picks and intelligently allocates to the best LI strategies.

MANAGED ACCOUNTS

Run multiple Logical-Invest strategies under one Interactive Brokers account and have it managed for you by The Estate Planners Group. Starting at 0.79%, our fee included.

BEYOND ROBO-ADVISORS

We go far beyond static asset allocation. Each of our strategies is dynamic, adaptive, hedged and has a history you can research. Combined, you get an extremely diversified sophisticated portfolio tailored to your expectations.

SECURITY

You can access and monitor your account. Only you can withdraw funds. Interactive Brokers is a well respected publicly listed company used by professional traders and hedge funds. Your account is insured by SPIC and Lloyd’s of London.

REAL PEOPLE

EPG is a Registered Investment Advisor and can provide tailored-made guidance. Logical Invest keeps an open community where you can research, participate in the forum and ask questions directly to the partners.

Not a U.S. resident? Contact us here.

All our solutions include a 60 days money back guarantee, no questions asked.

Basic Portfolio

$0monthly
  • Blend basic ETFs into a portfolio
Register for free

CORE PORTFOLIOS

$50monthly
  • Subcribe to one of our multi-strategy CORE portfolios
Subscribe

CUSTOM PORTFOLIOS

$100monthly
  • Subscribe to all our strategies and customize your portfolio
Subscribe

QUANTTRADER RETAIL

$150monthly
  • Our Desktop software for advanced users
Subscribe

QUANTTRADER PROFESSIONAL

$500*monthly
  • For RIA’s /Managers/ Institutional use, Fee based on AUM
Subscribe

MANAGED ACCOUNT

%079of Assets
  • Let a professional trade your LI portfolio
U.S. Residents
International

THE LOGICAL-INVEST MARKET OUTLOOK

Subscribe to our Monthly Outlook Newsletter and receive investment strategy news, extensive up-to-date performance figures as well as our latest view on the markets.

We value your privacy and will will not share your private data with third parties. You may unscubscribe at any time.

Our team

We take pride in being a small diverse team with very different backrounds. What we do share is a passion for logical, rules-based investing.

Frank Grossmann
Frank GrossmannPartner
Frank studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. In 1989 he founded Labocontrol AG which he sold in 2000. In May 2002 he founded Colour-Science AG a company specialized in image processing algorithms. Frank uses his expertise to build and trade quantitative strategies.
Alexander Horn
Alexander HornPartner
Alexander has been researching and applying financial modelling as a Financial Executive for 15 years. His passion and expertise lies in the enterprise and project valuation. He has participated in several multi-billion M&A deals in the chemical and bio-tech industry.
Vangelis Maderakis
Vangelis MaderakisPartner
Vangelis holds a B.A. in Economics from Cornell University and an M.F.A. in Film Producing/Financing from U.S.C. He has been researching and trading quantitative strategies since 2007. His quantitative blog was part of the “Whole Street” blog aggregator from inception. Vangelis is series 65 certified.
Patrick Hill
Patrick HillPartner
Patrick has held software engineering and management positions at companies such as IBM, Dell and HP as well as technology start-up companies, including multiple successful acquisition targets. Patrick holds a business degree from the University of Texas and resides in Austin, Texas.
TEST A PORTFOLIO NOW!
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