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View / Download ADV Part 2A

Please refer to Market Guard’s® FORM ADV PART 2A and FORM CRS for further information regarding our investment strategies and their corresponding risks.  Market Guard® CRD # 153241.

Market Guard® Is a registered investment advisor with the Securities and Exchange Commission (SEC).  Market Guard’s® ETF Model Portfolios and Private Wealth Portfolios such as the Opportunity Model Portfolios, Blockchain Model Portfolio and Managed Option Model Portfolios are investment methodologies developed by Market Guard®.  Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to protect future performance.  The content on this site is provided for information purposes and should not be construed as an offer of investment advice or as a recommendation to buy or sell any security.  The Market Guard® model portfolios do not contain any automatic stop-loss and there is no guarantee against losses or guarantee against market fluctuations.  Past performance does not guarantee future results.

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Tactical Asset Allocation Models

Market Guard® Target and Dynamic model portfolios utilize a Non-Emotional, Methodical, Mathematical approach that implements a tactical asset allocation model with the purpose of assessing the individual positions in the portfolio and signaling a possible opportune time to Hold, Sell or Buy the underlying security. It deploys an active Trend Identification Analysis (TIA) management strategy designed to shift the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors. This strategy provides the opportunity to create extra value by utilizing a specific blend of technical indicators allowing us to benefit from momentum in the marketplace. Technical indicators are mathematical calculations based on the price, volume, or open interest of a security such as an ETF. Our purpose of utilizing technical indicators, along with fundamental analysis and market observation, is to help provide the basis in order to perform these important investment decisions.

Strategic Asset Allocation Models

Market Guard® Static model portfolios utilize a strategic approach designed to assess and rebalance the portfolios on an annual basis. The strategy places a high level of importance on the individual security selection and the percentage allocated to each position. It deploys a passive management strategy designed to hold the security selection throughout the year.