Company Information

Get to know guardvest

Founded by fiduciary expert Don Trone, Guardvest's mission is to protect individual investors by providing them with institutional-grade portfolio analysis tools. The company offers a platform where users can securely link their existing brokerage accounts (e.g., Fidelity, Schwab, Vanguard). Guardvest then generates a comprehensive report that benchmarks the portfolio's performance, identifies all-in fees (including expense ratios and advisory fees), and assesses risk levels. The service is designed to be an objective, independent "second opinion" to help investors understand the true cost and quality of their financial management without being a registered investment adviser or broker-dealer itself.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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guardvest

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.