FinovateFall 2013 / Financial Guard

Presenter Profile:

How they describe themselves: Financial Guard is an online investment advisor that is reinventing the way individual investors receive and implement investment advice. Utilizing technology, we deliver professional, unbiased, transparent, actionable investment advice to all investors (regardless of asset size) at a fixed price that is a fraction of what is available in the traditional financial services industry. Investment Advice at the Right Price, Finally!!!

How they describe their product/innovation: Financial Guard makes investing simple and transparent for the individual investor saving for retirement. Through technology, an investor can quickly receive a holistic view of their entire investment portfolio(s) and receive actionable recommendations based on their investor profile on how to optimize. Financial Guard’s action plan provides an easy to understand “Grade” on both the individual investments and overall portfolio and clearly tells the investor what to Buy, Sell, and Hold within their accounts. We then continue to monitor an investor’s portfolio and regularly alert and advise when changes and rebalances need to occur.

Product Distribution Strategy: Direct to Consumer (B2C) & Direct to Business (B2B)


Bus. Dev. & Sales: Kevin Pohmer, President,
Press: AJ Remlinger, Bus. Dev. Director,

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