Portfolio Design
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.
Discover the Market Guard® Portfolios
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.