Your investment plans and security are important to us. SF Financial Services is a provider of WealthGuard™, an early-warning system that monitors all of your investment accounts daily. Financial investment comes with risk, so we offer WealthGuard in order to help you feel more confidence knowing that there’s a monitoring system in place to help protect your investments in all market conditions.
WealthGuard is a complete portfolio monitoring system which tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
But keep in mind that WealthGuard is not a stop-loss strategy. Designed by determining the amount of downside risk you are willing to tolerate, WealthGuard is added to your accounts to help protect from downside risk. When the account value in your portfolio hits the targeted downside value, an alert is sent to you, us, and the money manager. The money manager trades the account as indicated on the WealthGuard agreement.
Since WealthGuard monitors all your accounts automatically, it can also watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
There is no guarantee the exact WealthGuard value will be captured or assets will be traded or liquidated the same day the WealthGuard value is reached, due to time of day and/or market restrictions. WealthGuard is not responsible for any tax implications that may result due to the liquidation or trading of the holdings and is not responsible for any errors or omissions in the information used to prepare your WealthGuard percentages.