Assetguard Financial Services Inc

Overview

Assetguard Financial Services Inc is a small, independent registered investment adviser that serves individuals and families, with a focus on financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and also lists accounting among its business activities, suggesting integrated tax and planning services alongside investment management. Its fee model is flexible: it charges a percentage of assets under management, and also offers hourly and fixed-fee engagements. On the investment side the firm favors pooled public funds rather than direct-stock concentrated strategies. It does not identify itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Assetguard operates with a discretionary mandate across the assets it reports, meaning it makes portfolio decisions on behalf of clients within agreed parameters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices