Asset Lock is a portfolio monitoring software that oversees clients’ investments, signaling them and their advisor when market conditions are changing. By receiving real-time notifications, investors can make a more informed decision as they consider the impacts of market changes on their portfolio. Ultimately, this extra layer of communication and pre-determined action gives our clients added safety and a greater peace of mind.
Investing always contains some element of risk. At Wealth Planners of America, our goal is to maximize our investors' growth potential while minimizing their market risk. Through proper asset-allocation, diversification, re-balancing and the utilization of new technology, we believe that these goals can be met. As part of our focus on risk mitigation, Wealth Planners is proud to work with an industry leading technology called Asset Lock.