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