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BENEFITS TO YOU

Our strategies are simple, but powerful: Over time, our goal is to utilize a selection of technical indicators and our proprietary methodology to effectively lower volatility in your portfolio while capturing gains in the market.

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Our Investment Discipline

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™, we help to protect the profits as the account grows.

There are 3 important aspects to investing that remain the forefront to our advice:

  1. Grow portfolios with the least amount of volatility.
  2. Help protect profits with Market Guard™.
  3. Establish a plan to distribute the funds tax-efficiently when needed for income.

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.

Services


At Jenkins Wealth, we offer an array of services to help you plan for the future you deserve:

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We are the creators of Market Guard™.

Jenkins Wealth created Market Guard™, an investment strategy that utilizes a tactical asset allocation model, which is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors. This strategy provides the opportunity to create extra value by taking advantage of momentum in the marketplace.

We deploy efficient and powerful asset allocation in our portfolios.

Many firms talk about asset allocation, but few properly address this for their clients. We believe our investors benefit from Jenkins Wealth’s careful attention to managing portfolio risk with the intent of reducing downside volatility. Because we rigorously follow our models, investors know what to expect from us. After all, pacing and discipline are what’s needed to win any long-distance race, and long-term investing is no different.

Our commitment to your success.

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.

Straight-forward and transparent fees.

Jenkins Wealth is a fiduciary firm, 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.

Your money is held at an independent custodian.

The investments we manage for you are held 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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