SARASOTA, Fla., April 12, 2016 /PRNewswire/ -- Global Financial Private Capital, an independently owned SEC Registered Investment Advisor (RIA) with $5.8 billion in assets under management (AUM) as of April 1, 2016, is pleased to announce a partnership with portfolio-monitoring software company AssetLock™.
The partnership will allow advisors in the Global Financial network to monitor performance and growth of their clients' portfolios, and will provide enhanced technology to better help advisors predetermine the amount of risk their clients are willing and able to tolerate.
"We strive to equip our advisors with the most innovative tools and resources available in the industry," said Global Financial Private Capital president Geoff Frazier. "We are excited to bring AssetLock software to this network so that investors can ultimately have greater peace of mind."
AssetLock software creates a "Triangle of Trust" between an investor, advisor and money manager, enhancing their ability to communicate effectively and protect client assets.
"Behavioral science proves that human beings want to avoid risk," said Jason Jenkins, creator and CEO of AssetLock. "We developed this technology for advisors to help their clients feel emotionally strong and confident in their investment portfolios."
About Global Financial Private Capital, LLC
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. As an independent organization, it has the freedom to offer unbiased advice without the potential for conflicts of interest often present within larger broker dealers. Global Financial comprises a number of special areas of expertise, all of which work together to provide comprehensive wealth management solutions.
Visit www.gf-pc.com for more information.
AssetLock™ is an award-winning, portfolio monitoring asset-protection system that works to safeguard an investor's gains by tracking a portfolio's performance daily and employing an exit strategy for the entire account based on the investor's unique risk profile. It also advances communication and transparency between the investor, financial advisor and money manager, through its personalized account platform, easy-to-understand format, 24/7 online access, automatic account notifications, and AssetLock™-Equipped Advisors. For more information about AssetLock™ please visit www.AssetLock.com.
AssetLock™ tracking software is used to monitor the performance/growth of a clients' portfolio, and to predetermine the amount of downside the client/s is/are willing to tolerate. It is NOT an actual stop loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the AssetLock™ value is a reference point to encourage a conversation between (the advisers name) and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the AssetLock™ percentage or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Dukas Linden Public Relations
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SOURCE Global Financial Private Capital, LLC