We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and will alert you and your advisor so a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. Investing entails risks, including the potential of loss of principal. Performance is not guaranteed. Past performance is no indication of future results.