The Powerof Knowing

When To...Hold Sell Buy

Market Guard Methodologies

Dynamic | Tactical Methodology

Hypothetical Bear Market Illustration
Methodology Details

*Disclosure : The graph illustrates an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard™ strategy by using a 200 day SMA technical indicator as a buy or sell signal. When signaled to sell, SPY is replaced with SHY, the 1-3 year Treasury Bond ETF. When signaled to buy, SHY is replaced with SPY. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, please click here.

Target | Tactical Methodology

Hypothetical Bear Market Illustration

*Disclosure : The graph illustrates an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard™ strategy by using a 200 day SMA technical indicator as a buy or sell signal. When signaled to sell, 50% of the SPY is replaced with SHY, the 1-3 year Treasury Bond ETF. When signaled to buy, SHY is replaced with SPY. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, please click here.

Methodology Details

Static | Strategic Methodology

Hypothetical Bear Market Illustration

*Disclosure : The graph illustrates an example of the S&P 500, ticker symbol SPY, from January 1, 2006 through December 31, 2009. The red line portrays a buy and hold approach. The green line represents utilization of a Market Guard™ strategy with annual assessment and rebalancing only. This is for illustration purposes only and does not represent a specific portfolio, model or individual client. Volatility in the index may be materially different than any actual model or portfolio allocation. For a complete disclosure, please click here.

Methodology Details

When To Hold

KEEPING DISCIPLINED


Remaining in the market during periods of normal fluctuation is critical to success. Knowing you are invested with a strategy like Market Guard™ can help provide peace of mind.

When To Sell

PROTECTING GROWTH


Market Guard™ will assess the individual positions in the portfolio, signal a possible opportune time to sell, and attempt to capture any gains in the individual securities.

When To Buy

RE-ENTERING THE MARKET


Once certain indicators are met, it will communicate the quantity of shares to purchase.

Intelligent Performance

The Market Guard strategy was created with one simple concept in mind, to help empower clients with the highest probability of investment success, while helping to protect their investments along the way. At Market Guard™, we strive to understand the challenges that face investors every day. Therefore, we created multiple investment strategies, with an intelligent approach, seeking to achieve the level of success we believe every investor deserves.

Staying Connected

Market Guard™ is committed to keeping you informed at all times. This is accomplished by providing access to your most important account information 24/7. We also provide Monthly Market Commentary and Quarterly Reports, explaining market conditions and any reallocations that need to take place inside the portfolios. Market Guard™ understands your desire to access information on the go. Your portfolio information is accessible via smart phones, tablets, text messaging, and email.

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