How We Manage Money
WealthGuard Advisors takes a different approach to money management. Unlike many advisors that use third parties or mutual fund allocations, we manage your money in house. This helps keep costs down and allows clients to be close to the investment decision process.
This provides flexibility to make changes quickly if needed. We’ve found that clients have more confidence when they know what they own.
For some clients we use stock options strategies to hedge risk, provide additional income or add greater growth opportunities.
For stocks, we focus on buying understandable companies that we feel have superior earnings and are at attractive buy prices. We work to protect your principal by using a stop loss strategy for when things don’t go as expected.
Many of our clients prefer the predictability of fixed income bonds and CD’s. WealthGuard has fostered relationships with some of the best bond and fixed income trading firms in America and is constantly scouring those markets for unique income opportunities.
WealthGuard Advisors, Inc. is a Registered Investment Adviser. California Life Insurance license numbers: Casey Murdock #0F01130.