WealthGuard™

Enjoy financial peace of mind by WealthGuarding™ your investments

WealthGuard™ is a complete portfolio monitoring system. It watches all of your money, including accounts not managed by FormulaFolios, to help protect your money from market risk.

The simplicity of WealthGuard™ is what also makes it so powerful.

As an investor, you are able to set a WealthGuard™ Percentage. This is the maximum percentage you feel comfortable seeing an account decline from its highest closing value before having your advisor make a change to a more conservative investment mix.

This creates a defined plan, one that is specifically designed to help investors avoid making ill-timed mistakes, and help protect the money you’ve worked hard to save.

WealthGuard™ is provided to all FormulaFolios clients, on all their investment accounts, at no additional cost. We even provide it for free on accounts you want to have monitored that are not managed by an advisor, like your 401(k), self-managed investment accounts, and college savings plans.

How Does WealthGuard™ Work?

WealthGuard™ is one-of-a-kind in that it does 3 things automatically to help protect your money.

1. Gain Clarity.
   Get a single point of reference helping to protect your entire net worth, the WealthGuard number. This simple reference means you always know where you stand, and that you’re always on track. 
2. Take Control.
   WealthGuard allows you and your advisor to set your exposure to market conditions and automatically trigger processes to adjust to the market.   
3. Increase Confidence.
   Provide added confidence knowing  WealthGuard is automatically monitoring all your assets to help you protect your gains and guard against losses.

With WealthGuard, you and your advisor are better able to work together, to help protect your complete financial picture.