NEW YORK, May 9, 2017 /PRNewswire/ -- Investment management firm The Estate Planners Group, LLC ("EPG") announced that it is partnering with Swiss-based research firm, Logical-Invest ("LI") to provide managed accounts based on the firm's successful investment strategies.
David Loesser, founder of EPG, plans to augment his firm's discretionary management offer by offering clients quantitative, rules-based strategies meant to provide stability, predictability and downside protection.
"We offer planning advice as well as traditional and alternative investment strategies. Our partnership with the Logical-Invest team is a perfect addition to our suite of services. We appreciate LI's transparent, well-researched and adaptive investment approach. Clients entering or already knee deep in the retirement years cannot easily recover from recessions like those seen in the first decade of this new millennium. It's important to both protect and grow assets which is LI's forte."
Accounts will be held at Interactive Brokers and managed by EPG. Investors can open or transfer accounts quickly and easily by filling an online application. You can find more information on https://logical-invest.com/epg-investment-portfolio-analyzer.
The partnership allows Logical-Invest to offer their strategies to a wider audience. Logical's signal service has been available to sophisticated do-it-yourself investors and professional advisors. Investors who prefer a set-and-forget approach can now allocate funds in the strategies while leaving the management and trading to a professional firm.
Logical-Invest partner Alexander Horn notes: "We specialize in creating investment strategies with build-in hedging and protection mechanisms. But we don't stop there. Investors can combine multiple of our strategies to create a truly diversified portfolio. This used to be accessible only to very sophisticated and wealthy clients. Now anyone can deploy a custom, multi-strategy solution starting at a 0.99% fee, our service included."
Logical-Invest is a pioneer in building transparent rules-based investment strategies that perform well under real market conditions. The strategies allow investors to participate intelligently in core assets like Equities, Bonds, Gold and Volatility Harvesting. All strategies are thoroughly back-tested and publicly documented so that both advisors and investors have a good understanding of "what is inside the box". Logical-Invest provides details and statistics as well as a community forum for investors to openly discuss new ideas and experiences.
The Estate Planners Group, LLC, was founded by David W. Loesser in 2001. EPG is a SEC registered investment advisory. The EPG team specializes in helping pre-retirees and retirees prepare for and navigate through retirement.
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SOURCE The Estate Planners Group, LLC