Simply Investing

Managed Accounts Powered by Logical Invest rule-based strategies

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Please contact us, we would love to hear from you!

For questions regarding the Separately Managed Accounts contact the Estate Planners Group:

Pennsylvania Headquarters
113 Pondview Drive
Washington Crossing, PA 18977

Florida Offices
4260 Longshore Way South
Naples, FL 34119 and
5660 Strand Court
Naples, FL 34110

For questions regarding the strategies and portfolios please contact Logical Invest.


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