Portfolio Guardian™: The PRINCIPAL Protector(SM) Detail Page

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The PRINCIPAL PROTECTOR^SM Detail Page

The PRINCIPAL Protector^SM—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.

Key Features and Benefits:

Limit your downside risk without limiting your upside potential
Helps protect your overall portfolio
Helps protect individual securities, too

If you’re like most investors, you don’t want a repeat of the losses you suffered in the recent bear market! On the other hand, you don’t want to miss out on the growth opportunities the market provides.

Limit your downside risk without limiting your upside potential

With The PRINCIPAL Protector^SM, you know that only a certain amount of your principal is at risk, limiting your downside risk without limiting your upside potential. For instance, when investing $100,000, The PRINCIPAL Protector^SM will allow you to set a ‘floor’ level at a specific amount you determine, say $95,000. You get to participate in the potential growth with only $5,000 of your principal at risk¹.

Helps protect your overall portfolio

The PRINCIPAL Protector^SM is designed to prevent the value of your overall portfolio falling below a preset dollar amount you determine. If the value of your portfolio approaches this ‘floor’ value an alarm is triggered and we take action. We analyze your overall allocation and each investment in your portfolio to determine the cause for the decline in value. You are then contacted with our recommendations and based on your desires we make the necessary adjustments.

For instance, if an alarm for a portfolio triggers because of a decline in the overall stock market, then we would selectively reduce your exposure to that risk. If the portfolio value continued to decline and reached your floor value, we would again contact you and could even quickly move your account to cash to help insure the preservation of your nest egg and your peace of mind.

Helps protect individual securities, too

The PRINCIPAL Protector^SM can also be applied to individual securities. And you can assign a different ‘floor’ value to each security depending on your goals and comfort level. The PRINCIPAL Protector^SM will greatly increase your peace of mind during times of market uncertainty.

¹Market conditions may prevent amounts being exact due to factors beyond the control of Legacy Planning Group, Inc. For example, since mutual funds can only be sold at the end of the day, the market could potentially decline below the floor value before it was able to be sold.

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