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Simply Investing and best return on investment:

Managed Accounts Powered by Logical Invest rule-based strategies

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Unsure how to obtain the best return on investment? Please contact us, we would love to hear from you!

For questions regarding the Separately Managed Accounts contact the Estate Planners Group:

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Pennsylvania Headquarters
113 Pondview Drive
Washington Crossing, PA 18977
Florida Offices
4260 Longshore Way South
Naples, FL 34119
and
5660 Strand Court
Naples, FL 34110

For questions regarding how to obtain the best return on investment contact Logical Invest.

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Your questions and comments are important to us, and we enjoy exchanging over investment and research topics:

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About Estate Planners Group

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Trusted relationships and partnerships are the basis for success.

The Estate Planners Group began in 2001 with the thought, “If pre-retirees and retirees are going to be successful in retirement they need an advocate and someone they can trust.” While no company is perfect, we believe it’s only in the context of trusted relationships that success can be achieved.

About Logical Invest

We develop intelligent, rule-based portfolio investment strategies.

Our strategies are thoroughly back tested. They all provide excellent yearly performance with mechanisms to reduce the risk of large losses during market crashes. All strategies are based on mathematical market rules and avoid any emotional component in the investment process.

Terms of Service and Disclaimers

The information contained in this website are of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice.

For further information please:

Consult EPG ADV Part 2 Form
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Copyright © 2016 The Estate Planners Group, LLC is a Registered Investment Adviser. Logical-Invest.com is not a registered investment advisor and does not provide professional financial investment advice specific to your life situation. All Rights Reserved. A copy of EPG’s current written disclosure statement discussing its business operations, services, and fees is available from EPG upon written request. EPG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EPG’s website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy or product made reference to directly or indirectly by EPG in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal past performance. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable for a client or prospective client. Investment in securities involves risks, including the risk of loss of principal. Certain portions of EPG’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, EPG’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s). Investing involves risk of loss including loss of principal. A decision to invest in any investment product should not be made solely in reliance on any of the statements set forth in this document. Prospective investors are advised to make an investment in any such product or other vehicle only after carefully considering the risks. Inclusion of a security within the strategy does not constitute a recommendation to buy, sell or hold such security, nor is it considered to be investment advice. While every effort has been made to ensure accuracy, no warranty is given to the accuracy or completeness of this information and no liability is accepted for errors or omissions in such information. The results listed on this site are Backtested Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which are subject to losses. The backtest calculations are based on the same methodology used when the strategy is run live. General assumptions include: EPG would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. For example, the exact purchase or sale price of a security may differ in real time verses the market price at close used for backtesting purposes. Where the results are benchmarked, all the material facts relevant to the comparison are disclosed. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Since trades have not actually been executed, results may have under- or overcompensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the process. Actual performance may differ significantly from backtested performance. Backtested performance is not an indicator of future actual results. Backtested results are not adjusted to reflect the reinvestment of dividends and other income, are net of fees which would include the effect of transaction costs, management fees, and other expenses.
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