Fee-Based Only Tactical Advisory Solutions


Asset Guidance Group believes we have found a better solution to the problem of having to consistently re-model client investment portfolios each quarter with our award-winning tactical money managers. Formerly, we were having to undertake this task because the classical solutions offered by the traditional broker/dealer model only allow you to make money when the markets are going up—a one-directional proposition. We all know money is to be made in the markets both directions, or even sideways! But, that takes “day-trading” portfolios. As it isn’t prudent for me, or any other advisor, to “day-trade” mutual fund portfolios, an even better solution is to use the tactical investment expertise of professionals who ONLY manage money for clients. These money-managers “day-trade” their portfolios so you and I don’t have to! This way, by tactically reacting to market conditions on the fly, we increase our probability of having desired performance levels. These managers constantly work to not only make money, they strive to avoid losing money! This type of money-manager was once only available to institutions or very large account balances. Now, we’ve found managers who can, through a fee-based only account, provide this type of performance for less than what our previous contract allowed for smaller portfolios.

To be able to provide these higher-quality, less expensive fee-based only services to you (no commission—fee based only to ensure we provide you with what is in your best interests), our client, I decided to make Asset Guidance Group, LLC (AGG) a Registered Investment Advisor (RIA). AGGAdvisors is a SEC Registered Investment Advisor and is governed by the Investment Advisors Act of 1940. As such, AGGAdvisors and I must always do what is in the best interest of the client. That’s nothing new to me, as I’ve always been a fiduciary for my clients as an attorney. But, for the financial services side of our practice, it is quite a change from the traditional model we used with our previous broker/dealers. Currently, we can offer tactically managed money for advisory fees up to 1.95% annually, billed periodically, and frequently for less. For most of you, that may be a serious discount off your current contract. Even better:  Although it operates nationally, AGGAdvisors is a Georgia-based limited liability company owned and operated by a Georgia resident based in Roswell, GA!

Tactical Managed Money is:

  • Active Professional Money Management
  • Constant Attention by A Professional Manager
  • Flexibility to Use Multiple Asset Classes
  • Trends and Indicators, NOT Timing
  • Ultimate Asset Protection:  go to Cash in turbulent conditions
  • Asset Preservation & Asset Appreciation!

The goal of tactical managed money is to:

  • Capture the upside or Positive Performance
  • Avoid “Drawdowns” or Negative Performance.

If YOU would like to learn more about professional managed money and how it may be “right” for your investment portfolio, please contact me!

Past Performance Is NO Guarantee of Future Performance

Please refer to individual investment manager for specific fees, expenses and performance information.

Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.

Investors should carefully consider the investment objectives, risks, charges and expenses of any mutual fund or ETF family . This and other important information is contained in the prospectus which can be obtained by calling your Registered Representative. Read prospectus carefully before investing.