WEALTHGUARD

WealthGuard is a tracking software used to monitor the performance/growth of a client's portfolio, and to predetermine the amount of downside a client is willing to tolerate. WealthGuard is NOT an actual stop loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the WealthGuard value is a reference point to encourage a conversation between the advisor/firm and a client to determine if the client would like to liquidate the portfolio and either move the assets into cash, reset the WealthGuard value, or reallocate to a different risk profile. If the client can not be located, and the portfolio has reached the WealthGuard value, the client authorizes the advisor/firm to modify the portfolio into a meaningfully lower risk asset allocation... WealthGuard was created by BlueLeaf Wealth Inc, a leader in simplified financial reporting. WealthGuard.me is operated by FormulaFolio Investments LLC, a SEC Registered Investment Advisor committed to leveling..