Managed Accounts Powered by Logical Invest rule-based strategies
Get Started with your investment.
How to start investing? We will take you through some simple steps to determine your risk profile, chose your portfolio, open and fund your account.
Buckle up, here we go.
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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.
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