ASSETLOCK

You can't put a price on confidence and added peace of mind. Helping protect your assets is our number one goal. AssetLock® is a portfolio-monitoring, notification system dedicated to helping preserve your financial future... AssetLock is committed to helping protect the investor and creating an environment that takes the emotions out of investing. Because of this commitment, we have been honored with national awards... AssetLock® is tracking software used to monitor the performance of a client's portfolio, and to predetermine the amount of downside the client is willing to tolerate. It is NOT an actual stop order and will NOT automatically sell the individual securities in the portfolio. Therefore, the AssetLock® value is a reference point to encourage a conversation between the advisor/firm and the client to determine if the client's portfolio should remain unchanged, reset the AssetLock® percentage by reallocating to a different risk profile, liquidate part or all of their..

Also known as: AssetLock, LLC