Portfolios

Conservative Allocation

$10,000 Minimum Investment

Tempered Growth

$10,000 Minimum Investment

Capital Appreciation

$10,000 Minimum Investment

Correlated Opportunities

$10,000 Minimum Investment

Future
Trends

$25,000 Minimum Investment

TestimonialFrom an advisor,
just like you

Since using Guardian portfolios, my practice has seen a large increase in assets under management, and increased production.

The Guardian team helps assist with fact sheets, keeps advisors up to date with performance and with their ongoing Proprietary Money Flow Tracker- active management. The management team keeps me updated with insights of what’s going on in the markets and shifts in the portfolios based on market indicators. These insights help clients understand what their money is actually in and why changes happen.

It keeps clients educated and up to date. Performance has outperformed the relative index net of fees with less risk, and has helped my assets under management grow due to the raw growth. The Guardian Team is accessible anytime, and will stop whatever they are doing to help me complete a project for your next client.

https://guardiangpsinfo.com/wp-content/uploads/2022/04/matt-1.jpg

Enjoy the people you work with

When businesses are fully enabled digitally across all channels and mediums, customers, vendors and suppliers enjoy seamless, online interactions.

Not only do these blocks serve as our model for consulting, but they’ve created a culture that values team unity and collaboration. We enjoy working together, alongside you, to create solutions for your business.

We didn’t start in a conference room. Instead, we started on a couch. And we’ve grown our business on a set of three building blocks. Enjoy the people you work with, have fun, and do great work yourself.

Guardian Investment Strategies

Capture the value of market dislocations

Technical Analysis

Technical analysis is a powerful tool employed in our Guardian Portfolio Investment Models to analyze financial markets. Rather than solely relying on gut feelings or emotions, we examine historical data, including price charts and indicators, to uncover patterns that can help us predict future price movements. By studying these patterns, we gain insights into market trends and make informed investment decisions.

Fund Flow Tracker

In our Guardian Portfolio Investment Models, we track fund flows to gauge market sentiment and trends. Analyzing institutional/commercial investors’ activity reveals where money is flowing. Positive flows signal confidence and potential price appreciation, while negative flows indicate selling pressure and possible declines. This information guides our investment decisions, risk management, and model alignment.

Sector Rotation

Sector rotation plays a pivotal role in our investment strategy. As economic conditions evolve, different sectors experience varying levels of growth and performance. Through sector rotation, we strategically shift investments among these sectors to capitalize on their respective trends and cycles. By closely monitoring economic indicators and market dynamics, we can position our portfolios to benefit from favorable sector movements and maximize returns.

Fundamental Analysis

In our investment approach, fundamental analysis holds great significance. We delve deep into economic and financial factors that influence a security’s value. By analyzing crucial data such as financial statements, industry trends, and market conditions, we gain a comprehensive understanding of an investment’s potential. This allows us to assess its intrinsic value and make well-informed investment choices aligned with our clients’ objectives.

Ranked by Our Trustful Clients

Competently parallel task fully researched data and enterprise process improvements. Collaboratively expedite quality manufactured products via client-focused results.
A tremendous help

A tremendous help

5
Ad Astra brings tremendous value to my company. We have generated more leads in the last 45 days than in the last 2 years.
Tom Clarkson
Vista Stores
Greatly impressed!

Greatly impressed!

5
We have worked together on projects and I was always impressed with their innovative approach to any situation.
Jason Williams
Williams & Son LLC

Have questions about
our portfolios?

Years of experience at a local level, the Guardian team stands ready to answer any questions and make sure our financial advisors have the tools and resources in place to make solid financial decisions.