CHANGING THIS ONE THING IN YOUR PRACTICE COULD CHANGE EVERYTHING!

|

GET MORE INFORMATION

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.

Market Guard logo

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

26thNorth Partners

Apollo Global Management

Bluerock Fund Advisor

CAZ Investment

Cliffwater

Evantson Capital Management

Infinity Capital Partners

Liberty Street Advisor

Renaissance Institutional Management

The Carlyle Group

Variant Investments