MARKET GUARD® Methodology

The Market Guard® investment methodology 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 investors face on a daily basis. Therefore, the Market Guard® investment methodology was created with an intelligent approach to achieve the level of success we believe every investor deserves.

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.


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