Financial Guard is an online investment manager. The company enables investors to sync all their accounts, without the assets actually moving, and receive grades for individual investments and accounts, as well as for their entire portfolio. Investors are then shown recommendations on what to buy, what to sell, and what to hold to achieve optimal diversification for their individualized risk profile and retirement needs.
PRODUCTS & SERVICES:
Online investment Platform
It aims in providing financial planning to its users.
Viewable by subscribers only
Financial Guard’s technology examines over 28,000 mutual funds and ETFs every month and assigns each fund a grade (‘A’-‘F’), and compares with all other funds in its asset class (large cap, mid cap, international bonds, etc.) based on performance, fees, manager tenure, style purity, risk-adjusted return, and a variety of other sophisticated financial metrics.