Simply Investing

Managed Accounts Powered by Logical Invest rule-based strategies

Create your portfolio now

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.

colors

Your questions and comments are important to us, and we enjoy exchanging over investment and research topics:

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 and get the best return on investment.

Managed Accounts inquiry