AssetLock™ was designed to provide investors with added peace of mind through the following benefits:


AssetLock™ provides monitoring for investment accounts. If your portfolio experiences loss to the point of reaching your AssetLock™ Value, you and your advisor will be notified. You’ve worked hard for your money; let AssetLock™ help you protect it.


It’s your money, and you deserve to know everything about it. AssetLock™ advances transparency by giving you additional visibility of your portfolio values. Through secured online access and a user-friendly format, you can view your investment account and their value at any time. Don’t just hope for transparency; get it with AssetLock™.


As markets fluctuate over time, remaining committed to your investment strategy can be a daunting task. But, as history proves, sticking to your investment strategy is essential to your success. With AssetLock™, you, your AssetLock™ Equipped Advisor, and your portfolio manager have a clear plan in place based on your risk tolerance.


Communication is the foundation to any successful relationship, especially one involving your assets. AssetLock™ furthers communication by keeping you informed throughout the duration of your investment relationship. Through AssetLock™, you and your AssetLock™ Equipped Advisor define your investment objectives and select the portfolio model accordingly. AssetLock™ helps ensure that your advisor and portfolio manager know exactly what your risk threshold is, the maximum targeted amount of downside you are willing to accept. You and your advisor will be notified about changes in your portfolio.


Security considerations are second to none with AssetLock™. We support mulitple custodians such as, Fidelity Investments, TD Ameritrade and Charles Schwab. AssetLock™’s secure infrastructure houses the AssetLock™ application and its associated data. AssetLock™ employs industry-standard best practices across a variety of processes, devices, and platforms to deliver a layered security approach that investors and advisors can be confident in. In general, there are three main areas AssetLock™ considered in setting up this infrastructure: server-level security, application-level security, and process-level security. Multiple controls exist within each layer to monitor and protect data both at rest and in transit. There’s no room for error when housing your finances; let AssetLock™ help you secure your assets.