Intelligent Design

The Power of Knowing

Market Guard® is a firm that provides investment strategies to help investors seeking their desired financial outcomes by generating investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. We do this by applying our proprietary investment methodologies that utilize a Non-Emotional, Methodical, Mathematical approach to every investment strategy we offer.At our core, everything we do is secured in a relentless dedication to Excellence, Integrity, and Innovation!


Market Guard® seeks to generate Superior Performance by dedicating relentless effort to Excellence, Integrity and Innovation. Market Guard® applies a proprietary investment methodology that utilize a Non-Emotional, Methodical, Mathematical approach to every investment strategy we offer.


When constructing our portfolios, we conduct a rigorous selection process of the individual securities, followed with a deliberate evaluation to determine the appropriate allocation within each portfolio. Once this process is complete, we recognize the importance of personalization for the individual investor to help them achieve their specific goals.

For this reason, Market Guard® provides the investor with the capabilities to custom tailor the desired solution by providing a large selection of portfolios that allow investors to attain their specific investment objectives based on desired risk criteria, without overlooking key factors such as transaction costs or tax implications.

This can be accomplished though our model portfolios listed below.

Market Guard® Methodology

Discover the Market Guard® Portfolios.

ETF Portfolios

Market Guard® ETF
Model Portfolios

Market Guard® ETF Model Portfolios are managed to specific equity and fixed income targets and are implemented through the use of ETFs (Exchange Traded Funds).

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Stock Portfolios

Market Guard® Opportunity
Model Portfolios

The Market Guard® OPPORTUNITY Model Portfolios utilizes a quantamental scoring system to help identify the stocks most likely to outperform.

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Emerging Technology Portfolios

Market Guard® Emerging Technology Portfolios

Market Guard® EMERGING TECHNOLOGY is a Model Portfolio designed to provide investors with exposure to high-growth investment themes that are at the forefront of technological innovation.

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Blockchain Portfolios

Market Guard® Blockchain
Portfolios

Market Guard® BLOCKCHAIN is a Model Portfolio designed to provide investors with indirect exposure to the cryptocurrency space using publicly traded companies.

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Structured Notes

Structured Notes
Strategy

STRUCTURED NOTES provide the ability for an investor to customize an investment solution that can help generate results in a unique and sophisticated way.

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The Power of Knowing

When To HOLD


Market Guard® will assess the individual positions in the portfolio. If there are no signals to sell or buy particular investment positions, then the allocation will remain unchanged. Based upon the analysis of current market conditions, we will validate the decision to hold the current portfolio allocation.

When To SELL


Market Guard® will assess the individual positions in the portfolio and signal a possible opportune time to sell. Based upon the analysis of current market conditions, we will determine the quantity of shares to sell in an effort to help protect from unnecessary losses and volatility.

When To BUY


Market Guard® will assess the individual positions in the portfolio and signal a possible opportune time to invest. Based upon the analysis of current market conditions, we will determine the quantity of shares to purchase.