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> Read Latest Column |
GUARDING AND GROWING YOUR WEALTHSMThe Portfolio Guardian™ is designed to grow your wealth, while at the same time guarding your portfolio from market losses. We recognize the inherent pitfalls in the traditional buy and hold strategy. We also recognize that when most people say they’re a growth investor, what they really mean is that they want their portfolio to grow without the risk of losing their shirts!Your wealth is a precious asset that must be guarded. The Portfolio Guardian™ isn’t a product like a mutual fund or an annuity. Rather, it’s a proprietary combination of unique features you won’t find anywhere else. When applied to your portfolio, these features will increase the quality of your investments, increase your returns, lessen volatility and protect your core wealth. The Portfolio Guardian™ includes the following list of common-sense features that can be utilized to design a portfolio specifically tailored to your needs. Features Used In All Guardian PortfoliosThe ALLOCATORSM — designed to reduce your risk and increase the overall performance of your portfolio by broadly allocating your investments between cash, bonds, real estate and equities according to your personal needs and comfort levels.The ENHANCERSM — designed to enhance the overall performance of your portfolio and allow you to achieve your dreams sooner. It combines access to a virtually unlimited number of investment options, sophisticated selection of investments based on performance ranking and active monitoring on an ongoing basis. Exclusive Features Employed When NeededThe PRINCIPAL ProtectorSM — designed to allow you to invest knowing that only a limited portion of your principal is at risk. Like a floor, it prevents the value of your overall portfolio and/or any individual investment from falling below a preset dollar amount. You can participate in the growth but limits any significant loss of principal.The PROFIT ProtectorSM — designed to keep you from losing profit on individual investments, The PROFIT ProtectorSM acts like a safety net that trails the rising value of your investment. If the value stops rising and begins to decline beyond a range you determine, the security is sold and your profit is realized. The DECISION-MAKERSM — based on technical analysis, it is designed to help determine the best time to buy or sell any investment. Seeks to prevent purchases at high points and sales at low points. Your wealth is a precious asset that must be guarded.The Portfolio GuardianSM, with it’s combination of exclusive features you won’t find anywhere else, can increase your ability to grow your nest egg without sacrificing your comfort and peace of mind. At Legacy Planning Group, Inc., we work for you not some big Wall Street firm. |
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