GuardVest Report Card gives investors the answers they need on their portfolio


The debate continues between actively managed investment portfolios and so-called “passive” portfolios which simply attempt to track the market.  But how investors and their advisors blend these various strategies together matters - a lot.  GuardVest give investors a personalized report to show how their portfolio is doing compared to market averages or any benchmark they choose so they can see how their portfolio stacks up.  Here co-founder Steve Scanlon discussed GuardVest with Opening Bell’s Maria Bartiromo.

Comment