Excellence • Integrity • Innovation
Excellence • Integrity • Innovation
When becoming a client of Jenkins Wealth, you can be confident you are working with a team exclusively focused on helping to empower you with the highest probability of investment success while helping to protect your investments along the way.
Our investment philosophy is smart, simple, and powerful. We believe the investment experience doesn’t have to be confusing or complicated. At Jenkins Wealth, we take pride in our ability to design efficient and powerful portfolios, and as the creators of Market Guard™ Methodologies, we help to protect the profits as the account grows.
There are 3 important aspects to investing that remain the forefront to our advice:
We believe our investment and financial planning strategies set us apart from many investment managers. We don’t pretend to predict the market—that would be foolish. Rather, our proprietary process is a demanding set of rules that is based upon a technical analysis of the stock markets and uses a strict discipline when following those rules. Our data-driven models recommend investment changes based on market conditions, and our firm makes changes to the portfolios based upon our process.
At Jenkins Wealth, we offer an array of services to help you plan for the future you deserve:
Jenkins Wealth created Market Guard™ Methodologies to help empower clients with the highest probability of investment success while helping to protect their investments along the way.
Market Guard™ Methodologies seeks to generate intelligent performance by dedicating relentless effort to innovation, values, and excellence. When constructing our model portfolios, we start by selecting the individual securities and then determine the appropriate allocation within each specific portfolio. Once this process is complete, we recognize the importance of personalization to the individual investor in order to help them achieve their specific goals. For this reason, Market Guard™ provides the capabilities to allow the investor to tailor the exact blend of equities and fixed income desired. We also offer further options for customization of tactical management style to fit an investor’s individual investment goals and risk tolerance.
Jenkins Wealth is committed to our clients’ success. One way we do this is by ensuring they are working with a Certified Financial Planner™ professional. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves CFP® professionals.
Jenkins Wealth advisors are fiduciaries, which means that we will always act in your best interest as your trusted investment manager. Unlike many other investment professionals, we do not receive any commissions or bonuses based on our investment products inside the managed portfolios. Therefore, we will always create an unbiased investment solution that best suits you.
The investments we manage for you are held in separately managed accounts in your name by an independent qualified custodian, Charles Schwab & Co., Inc. Jenkins Wealth has limited authorization to trade securities with discretion, deduct our quarterly management fee from the account under management, and request funds to be sent directly to the client. We have no other access to or authority over your account(s).
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