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Investment portfolios for 401k & IRA Roth made simple 2018-03-06T13:40:12+00:00

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

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Our TOP 3 strategies average performance for 2017
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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 SOLUTIONS FOR YOUR ETF INVESTMENT STRATEGY

SIGNALS SERVICE

Rent-a-strategy from $30/month.

DO-IT-YOURSELF

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

INVESTMENT SOFTWARE

MANAGED ACCOUNTS

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

BEAT ROBO-ADVISORS

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.

Live performance of our Strategies year-to-date

Description:

Risk Score: ?

Performance:
3 Months 12 Months Inception
Return
CAGR
Volatility
DrawDown
Sharpe Ratio
Growth of equity:

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.

The Logical-Invest monthly newsletter for April 2018

March 31st, 2018|4 Comments

The Logical-Invest monthly newsletter for March 2018

March 1st, 2018|4 Comments

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

OUR SIGNALS SERVICE

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

NEW! Plus our QUANTTrader software (light version) included

1.

YOU SUBSCRIBE TO A STRATEGY

From $30/month. You can cancel anytime from your account page.

2.

WE SEND YOU THE SIGNALS

You will receive monthly allocations via email, retrieve them online 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.

BROWSE OUR 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.

DESIGN YOUR PORTFOLIO

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.

30-DAY FREE TRIAL

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 studied Economics at Cornell University and holds an M.F.A. in Motion Picture Producing from U.S.C. He has been involved in quantitative research and development since 2007.
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