LineGuard Investments Information

LineGuard Investments mission is to research, recommend, and monitor the appropriate mix of money managers for our clients’ financial objectives. The history of Wall Street and most investment firms is a long track record of behavior that we, at LineGuard Investments, believe is deplorable. Witnessing Wall Street implode and repackage themselves yet again over the last few years has demanded that we, at LineGuard Investments, create a firm with principles: honesty, integrity, transparency and responsibility. Our responsibility reaches beyond our clients and into our community. Often Financial Advisers will cite that over 90% of your return comes from the asset allocation. This is simply not true. The study cited (Brinson, Beebower and Hood, 1986) actually explains the variance of returns. Variance and performance are not the same! With careful planning we seek to achieve the optimal balance of returns for a client's level of risk. Broadly stated, diversification is the division of an investment between equities, fixed income and cash. Equities and fixed income can be broken down further into asset sub-classes such as large cap growth stocks, emerging markets stocks or treasury bonds. Most investment management firms and investors are now familiar with this concept of diversification by asset categories. READ MORE: See website