Simply Investing

Managed Accounts Powered by Logical Invest rule-based strategies

Create your portfolio now

ideas

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.

Imagen

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.

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

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.

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.

Get started now. Just some simple steps separate you from experiencing a new way of investing.

Contact us now:

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.

Managed Accounts inquiry