Guardian

Guardian is a tactical ‘conservative growth and income’ strategy that will invest in mutual funds and ETFs. The strategy is unconstrained in nature which allows it to invest in a variety of asset classes both domestic and international.

The goal is to conservatively participate in both the equity and income markets while avoiding catastrophic bear market losses. Specialty investments, with greater volatility, will be used from time to time to hedge risk and provide for smoother returns.

Risk managed policies employ the use of cash during adverse conditions; these positions could at times be 100%.

Inception Date

6/1/1996

n
Investment Vehicles
Mutual Funds & ETFs
P
Direct Custodians

Fidelity Investments
TD Ameritrade

Available Platforms
Envestnet
Adhesion
Z
Model Marketplace
Riskalyze

We invite you to connect with us to learn more about this strategy’s objectives and how it is best utilized.