|Description||Online Investment Manager|
|Seed, 7/2013 |
Cherokee & Walker
Financial Guard is an online investment manager that is changing the way individual investors receive and implement investment advice.
Utilizing technology, we deliver professional, unbiased, transparent and actionable investment advice to all investors - regardless of asset size - at a fixed price that is a fraction of the cost of traditional investment advice. Our service enables investors to quickly receive a holistic view of their entire investment portfolio(s) and receive actionable recommendations on how to optimally deploy their assets to realize their retirement dreams. Financial Advice at Right Price, Finally!
Financial Guard 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 our recommendations on what to Buy, what to Sell, and what to Hold to achieve optimal diversification for their individualized risk profile and retirement needs. We’ve taken the guesswork out of retirement planning, and we’ve done it all for one low, fixed monthly payment.
Financial Guard demoing at FinovateFall 2013Added: 3/11/14