EPG 2017-03-27T15:03:13+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.

 

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Logical Invest rule-based strategies offer access to attractive return at lower risk. Learn more
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EPG is a trusted registered investment adviser since more than two decades. Learn more
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We believe in attractive Returns
… and Affordability.

With Logical Invest rules-based strategies you can outperform the ‘off-the-shelf’ solutions offered by mutual funds robo-advisors, while lowering your costs compared to classical advisor solutions.

We believe in the power of self-managed investments, this is why the Logical Invest “Rent-a-Strategy” was born: Subscription based “Do It Yourself” investment.  But many people are too busy, or feel they lack the skills to invest on their own, so for many investors here is where the Separately Managed Account (SMA) comes into play.

Our approach delivers the attractive risk-reward performance of Logical Invest portfolios with “Set and Forget” convenience for you, as EPG manages and rebalances regularly on your behalf.

While costs are important, even more so are the returns you achieve.

Reducing that half a percent in costs to only get average results from “off-the-shelf” solutions? Bad deal in our eyes – even if backed up by Nobel Laureates!

Fees typically charged for SMA professional management diminish returns of course, but the Logical Invest & EPG fee arrangement imposes low reasonable fees on a sliding scale that are lower than those of typical managed accounts. These low fees help the managed account investor retain more of his earnings while enjoying the benefits of professional portfolio management. So, for many investors the management fees involved with an EPG SMA represent a fair price for a valuable service

Target a high profit potential, while saving compared to actively managed solutions.

That´s the mix to create value over the long time!

 

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Source: See PriceMetrix, The State of Retail Wealth Management, 5th Annual Report, and estimation of average expense ratio for ETF Portfolio for DIY.
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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.

Here our strategies in overview, imaging what a powerful portfolio you can create by combining them!

Description:

Risk Score: ?

Performance:
3 Months12 MonthsInception
Return
CAGR
Volatility
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Sharpe Ratio
Growth of equity:
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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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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.

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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. 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.
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