GuardVest is an independent service that measures performance and tracks expenses.
We keep investors informed so they can hold their advisors accountable.
GuardVest brings speed and simplicity to the process of becoming an informed investor.
STEVE SCANLON Before co-founding GuardVest, Steve Scanlon enjoyed a stellar career for more than 20 years as a financial executive with an inherent understanding of how investment performance should be inexorably tied to productivity. A 10-year veteran at AllianceBernstein, one of the largest money management firms in the world, Scanlon held several key positions including Global Head of Sales while based in the New York City headquarters. A staunch advocate for accountability versus performance, Scanlon was frustrated by the lack of reporting knowledge within the financial advisory world, and co-founded GuardVest as an independent measurement service to hold advisors accountable.
AUDIE APPLE During his more than 20 years in financial services, Audie has worked with some of the most respected firms in the industry including AllianceBernstein, Bessemer Trust and Principal Financial Group. Audie has run businesses that cover the entire landscape of individual financial services and has served as a senior portfolio manager as well as in the inner circle of product development for retail and institutional investors. Having advised individuals, institutional investors and multi-generational family offices, Audie watched how the explosion in complexity and opaqueness of investment management services and products has confused even sophisticated investors. This led him to co-found GuardVest to demystify the financial world to hold
advisors accountable in a thoughtful way.