EPG 2018-06-08T07:23:46+00:00

Simply Investing:

Managed Accounts Powered by Logical Invest Rules-Based Strategies

get started now


Our Mission is to get you more with less.

Make your money work hard for you – as hard you did to make it!

Whether you are investing for retirement, for your kids education or to fulfill one of your dreams.

Our approach delivers the attractive risk-reward performance of Logical Invest strategies with “Set and Forget” convenience as EPG manages the strategies on your behalf.



Research Team

Learn More

Logical Invest rule-based strategies offer access to attractive return at lower risk. Learn more

Investment Manager

Learn More

EPG has been a trusted Registered Investment Adviser since 2002. Learn more

Your personalized portfolio – based on our powerful strategies

Our Custom Portfolio Builder applies Modern Portfolio Theory by Nobel Price Laureate Harry Markowitz. It is meant to help you take advantage of powerful asset allocation scenarios that increase return while lowering risk by building a diverse portfolio.

When measurably diverse assets are combined in a portfolio, portfolio risks are reduced while maintaining robust returns. Investing objectives range from maximizing annual return for a given level of volatility, to minimizing volatility or historical drawdown overall and much in between. They are reflected in our pre-configured portfolios, which may serve as base for doing further customization.

Simply select from seven preconfigured portfolio options, or blend your own allocation from our strategies.


Build your portfolio now

We are with you during the Process.

Use our tools to find the solution that gives you peace of mind while achieving your goals.

The Advisors from EPG will support you in clarifying your goals, setting up a realistic objective, selecting and implementing your portfolio solution, and regularly monitoring your progress in achieving your set objectives.


get started now

The more you invest, the lower your rate.

Whether you invest 50,000 USD or 1,000,000 USD, we have an effective and efficient plan for you.

How it works – Logical Invest strategies or portfolio solutions will be used by EPG to rebalance and manage a brokerage account in your name at Interactive Brokers (IB), the broker-dealer we have chosen. All fees will be calculated and assessed on a daily basis by the custodian. For further details please consult our FAQ.


get started now

Get started now. Just some simple steps separate you from experiencing a new way of investing.

Our fully automated risk profiling, portfolio selection and account opening is convenient – and keeps costs low.

get started now


Learn more about the offering

Prefer us to give you a call?

Fill out the information below and one of our investment professionals will call you.
We’ll answer your questions and make sure you know everything you need to in order to make the right decision for you.

Name (required)

Email (required)

Phone (required)

Address (City, Zip Code)

Account size you´re considering to invest with us

Your Message

Email us:



About Estate Planners Group


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
Review EPG at SEC Broker Check
See our Terms of Service
Consult our Privacy Policy

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. 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. These materials reflect the opinion of The Estate Planners Group and Logical Invest on the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data is presented that is prepared by third parties, such information will be cited, and these sources have been deemed to be reliable. Any links to third party websites are offered only for use at your own discretion. Both The Estate Planners Group and Logical Invest are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this website will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.
Your registered use of this site and our services is considered equivalent to your signature as evidence of your acceptance of our Terms of Use, and Privacy Policy