Intelligent Design

Market Guard™ seeks to generate Intelligent Performance by dedicating relentless effort to excellence, integrity and innovation. Market Guard™ applies our proprietary investment methodology that utilizes 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 capabilities to custom tailor the exact solution the investor’s desires. This can be accomplished through our ETF, Individual Stock and Blockchain model portfolios.

Market Guard’s™ portfolios provide a large selection of customization within the Strategic and Tactical management styles. This allows for greater control of tax sensitivity, daily investment experience and active portfolio management utilizing Trend Identification Analysis (TIA).

Market Guard Methodology

Discover the Market Guard Portfolios.

ETF Portfolios

Market Guard™ ETFModel 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™ OpportunityModel Portfolios

The Market Guard™ OPPORTUNITY Model Portfolios utilizes a numerical scoring system to help identify the technical leaders within a specific group.

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Blockchain Portfolios

Market Guard™ BlockchainPortfolios

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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Determining Portfolio Performance

When it comes to portfolio construction, research shows that asset allocation can be one of the most important factors to influence overall performance. According to multiple academic studies, more than 90% of a portfolio’s success is determined by asset allocation. In addition, determining the correct investment classes, as well as the proper percentage to hold in each portfolio, is paramount to long-term success.

Portfolio Performance is Determined By*:

* “Determinants of Portfolio Performance II: An Update.” Brinson, Singer and Beebower, 1996.

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.