Welcome to Advisor WatchGuard

Looking for a fresh new way to help your clients manage their portfolios?

In addition to performance and style metrics, the revolutionary Advisor WatchGuard allows you to help your clients invest their money according to their personal values and beliefs. It gives you full mutual fund holdings and complete transparency for each portfolio - all for one low annual price.

Now you can win new clients - and add more value to your current clients - by offering them a new way to invest their money. With Advisor WatchGuard, your clients can now ensure that their investment portfolio is based on not only performance, but also on their faith or personal beliefs.

Our subscribers enjoy a robust set of mutual fund and equity portfolio analysis tools. Advisor WatchGuard is affordable, easy-to-use, and 100% online - so you can access it from any Internet connection. It handles unlimited individual client portfolios.

Detailed Analysis Reports

Reports include personal values and faith criteria analysis:

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"It's a terrific product. No question, it will be one of the most used analytical tools on my computer."

~ Harold Evensky, Award-winning Certified Financial Planner (CFP), lecturer and author

© 2008-2010 Watchguard Financial LLC
This material is designed to provide you with general information about the concepts discussed herein. It is intended to serve as a basis for further discussion with your representative, financial, legal, tax, and/or accounting advisors, if appropriate. Your attorney, tax advisor or accountant should be consulted regarding any legal, tax, or accounting issues regarding your particular situation.
Although significant effort has been taken to provide accurate data and explanations, and while sources are deemed reliable, the information that follows should not be relied upon for preparing tax returns or making investment decisions. You should consult your account statements for more complete information about your account/investments.
This is not a solicitation to sell, nor offer to buy any security. You should consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. The fund's prospectus contains the and other information about the fund, and it should be read carefully before investing.
Any testimonials contained herein may not be representative of the experience of other clients and is no guarantee of future performance or success.