Investment & Portfolio Management

Investment & Portfolio Management

Your portfolio includes more than just your stocks and bonds. Portfolio management companies must take into account potential growth investments, inheritance implications and your financial assets including insurance, annuities and real estate. Your portfolio must be designed to help protect your family, your estate and help provide for your lifestyle in retirement.

As a portfolio management firm, Safeguard Investment Advisory Group creates investment and portfolio management plans to help identify potential impacts on your investments. We will help you make important decisions to help protect your portfolio for a more secure financial future. Safeguard provides experience with the following financial tools to help you reach your goals:

  • Helping you optimize and diversify your investments
  • Evaluating and recommending growth opportunities for your needs
  • Helping protect your investments through risk management
  • Helping develop your retirement plan
  • Managing external impacts on your portfolio
  • Helping you develop sound financial priorities
  • Planning charitable and family gifting
  • Providing financial information and insight
  • Portfolio management planning

We take the time to fully understand your individual circumstances and your financial objectives in order to help provide a customized portfolio and asset management plan. Our investment advisors can provide you unbiased advice and work on your behalf.

Portfolio and Asset Management

Attempting to develop your own investment portfolio can be complex and confusing, and ineffective portfolio and asset management can put your assets at risk. In fact, there are an abundance of financial choices and new financial products to understand.

Working with an experienced and trusted advisor will help you make the right decisions. As your financial guide, we’ll help make sure you have the information necessary to evaluate emerging opportunities, and manage personal finance issues to prioritize and reach your retirement goals. Your personal portfolio management plan will reflect your financial needs and values in order to meet your retirement objectives.

Safeguard Investment Advisory Group offers investment management strategies designed to fit your financial needs.

By contacting us you may be offered insurance and/or investment products for sale.


Free Retirement Kit

kit-ss-emailBefore you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement:


  • Will You Have Enough Income in Retirement?
  • 5 Retirement Planning Missteps to Dodge
  • Optimizing Your Social Security Benefits

Enter your info below, and we’ll email you your complete kit.

Get in Touch

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (877) 213-SAFE (7233) today!