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.

Founded in

United States