Investment Portfolio Builder & Analyzer 2017-10-03T21:00:00+00:00

Simply Investing:

A Managed Account Powered by your Logical Invest rule-based Investment Portfolio

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.

Open account now

Design your portfolio now

Maximum Sharpe Ratio
Minimum Volatility
Maximum Return with 15% Volatility
Maximum Return with 10% Volatility
Maximum Return with 7% Volatility
Maximum Return with Drawdown below 15%
Maximum Return with Drawdown below 10%

Monthly and Yearly Returns

Relative Performance Chart

Correlation of our strategies and market proxies

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. 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