A complete list of active advisors currently associated with Assetguard Financial Services Inc
Warmer can help you find a great advisor at Assetguard Financial Services Inc or one who fits your needs even better.
Assetguard Financial Services Inc. provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients. The firm prepares individualized Investment Policy Statements and offers discretionary portfolio management, periodic monitoring, and one‑time or ongoing financial planning engagements. AGFS’s investment approach emphasizes fundamental analysis and a long‑term trading horizon, typically allocating among mutual funds, equities, fixed‑income securities, and exchange‑traded funds while documenting clients’ risk tolerance and time horizons. The firm states it operates as a fiduciary, seeks fair allocation of investment opportunities across client accounts, and delivers quarterly custodial account reports. A noteworthy aspect of AGFS is that it also provides accounting services—such as tax consultation, payroll, and tax filing—which the brochure identifies as a potential conflict of interest though clients are not required to engage those services. The firm manages a modest asset base (approximately $684,000 across 29 clients) and discloses having participated in the CARES Act EIDL program to strengthen its balance sheet.
To learn more about the advisors currently working at Assetguard Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Smyrna, GA
| 9
|
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