PORTFOLIO SOLUTIONS
Transform opportunities into results
Impact Partnership Wealth
Portfolio Solutions
AN EXCLUSIVE RELATIONSHIP WITH MARKET GUARD®
At Impact Partnership Wealth, we have exclusively licensed the use of Market Guard® modeled portfolios. This enables you, the financial advisor, to offer a unique strategy for your clients. Market Guard® is a complete series of model portfolios and strategies designed to help empower clients to preserve their assets along the way. Market Guard® strives to understand the challenges that face investors every day. Therefore, they created multiple investment strategies with an intelligent approach, seeking to achieve the level of confidence every investor deserves.
Additional Investment Relationships
We also use the following investment firms for resources:
Avantis
BlackRock
Clark Capital
Fidelity
First Trust
Main Management
Potomac
Simplify Asset Management
State Street Investments
Sterling Capital Management
Veta Investment
Wisdom Tree Asset Management
Alternative Investments
Along with our traditional portfolio solutions, IPW assists with a variety of alternative investment strategies
For these services we partner with the following firms
