Use the Free Look Portfolio tool to invite contacts and prospective clients to use GuardVest. GuardVest is an objective 3rd-Party that will enable your prospects to confidentially get the information they need to validate your competitive advantage! 


Just create a new Guardvest account by clicking here.


Select “Generate new FLP” from the main Report Card landing page sidebar and create a model portfolio to share with your prospect. 

Once you’ve created the portfolio, select “Share” and let us know where to send it. The contact will receive an email inviting them to try GuardVest.


Most investors don’t know how they are really doing or how much they are actually paying in total investment expenses. That makes it difficult for advisors to demonstrate their competitive advantages. GuardVest is here to help you do exactly that!


For additional Advisor information provide your email below.