We are a provider of WealthGuard™, an incredibly simple, yet powerful, early warning system that monitors all your investment accounts daily, so you can invest with the 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 your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard™ will initiate a specific plan of action 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™ tracking software is used to monitor the performance/growth of a client’s portfolio, and to predetermine the amount of downside the client/s is/are willing to tolerate. It is NOT an actual stop-loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the WealthGuard™ value is a reference point to encourage a conversation between Ron Tetley and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the WealthGuard™ percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. No investment strategy can guarantee a profit or protect against loss in periods of declining values.