Investment Portfolio Builder & Analyzer Alexander Horn 2017-03-09T07:02:31+00:00
A Managed Account Powered by your Logical Invest rule-based Investment Portfolio
Your personalized investment portfolio – choose from two powerful options:
Our Custom Investment Portfolio Builder is an optimization tool applying 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.
1) Simply select one of the preset “Portfolio Options”. The tool will report back the allocation across our strategies that achieves the selected objective.
2) Alternatively select the “Custom Portfolio” tab, enter any strategy weights you wish and calculate the performance of this custom allocation.
Once you have found the portfolio of your choice continue to the account opening process.
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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.