Investment Portfolios

MarketGuard Logo

“The Power of Knowing”

Complimentary Portfolio X-Ray/Analysis

  • When was the last time you got a second opinion on the management of your life savings?
  • Are the fees you are paying, providing you with your expected value?
  • Are you being rewarded based on the risks you are taking in your portfolio?
  • Is your advisor communicating monthly on market updates and the impact on your portfolio?
  • Is your portfolio structured to create retirement income?

MARKET GUARD® ETF MODEL PORTFOLIOS

Market Guard® ETF Model Portfolios are managed to specific equity and fixed income targets and are implemented through the use of Exchange Traded Funds (ETFs).

Learn More

MARKET GUARD® ETF MODEL PORTFOLIOS

The Market Guard® OPPORTUNITY Model Portfolios utilize a numerical scoring system to help identify the technical leaders within a specific group.

Learn More

MARKET GUARD® BLOCKCHAIN PORTFOLIOS

Market Guard® BLOCKCHAIN is a Model Portfolio designed to provide investors with indirect exposure to the cryptocurrency space using publicly traded companies.

Learn More

MARKET GUARD® MANAGED OPTIONS STRATEGY

Market Guard® CUSTOM OPTIONS can provide another asset class, when used correctly, may offer many advantages when trading stocks and ETFs.

Learn More

We look at your portfolio’s allocation and strategy, analyze your risk tolerance and talk about areas of growth to help reach your goals. We can develop strategies for tax efficiency and a holistic view of your retirement.

Summit Wealth Strategies Investment Management

To receive your complimentary Portfolio X-Ray and Retirement Peak Income Plan, fill out the form below to speak to someone from our team.

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.