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

Simply Investing:

Managed Accounts Powered by Logical Invest Rules-Based Strategies

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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

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

Investment Manager

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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.


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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.


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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.

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We’ll answer your questions and make sure you know everything you need to in order to make the right decision for you.

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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 and Disclaimer
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.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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