What Market Guard does

Market Guard is a U.S.-based Registered Investment Advisory firm that generates investment signals and portfolio allocation recommendations for a suite of eight proprietary model portfolios distributed exclusively to financial advisors and Registered Investment Advisors (RIAs). Its core methodology is a proprietary "quantamental" investment scoring system that combines over 100 fundamental and technical indicators across four pillars — Momentum, Valuation, Quality, and Credit — to drive systematic, non-emotional buy, sell, and hold decisions for ETF, stock, and thematic portfolios. The product suite spans ETF model portfolios (Static, Target, and Dynamic asset allocation variants), individual stock portfolios (MG Opp and MG Opp Div), the Market Guard Top 100 Index (MGXT100), an ML-driven sector rotation portfolio (MG Sector), a fixed-income income portfolio targeting 5–7% yield (MG Income), thematic emerging-technology and blockchain portfolios, and customizable structured notes.

The firm's revenue model is B2B and subscription-based: financial advisors pay recurring fees to access the model portfolios, signals, and rebalancing recommendations that they in turn deploy for their end-client investors. Distribution is wholesale-only — Market Guard explicitly does not act as a fiduciary to advisors or their clients and does not solicit directly to retail investors. Go-to-market is sales-led through the advisor community, supported by a content-driven funnel (website, monthly commentary, downloadable brochures) and lead-capture forms segmented by Investor versus Advisor personas. The company is privately held with no disclosed funding, headcount, management team, revenue, or customer logos, and it operates solely within the United States.

Name

Market Guard

Legal name

Market Guard

Website

https://marketguard.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Market Guard is a U.S. Registered Investment Advisory firm that provides proprietary quantamental model portfolios and investment signals exclusively to financial advisors and RIAs for use with their end-client investors.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Model portfolio services
• Investment advisory
• Quantamental scoring
• Sector rotation
• Asset allocation

Headquarters

HQ city

New Franklin

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Model Portfolio Subscriptions: Market Guard provides investment signals and portfolio allocation recommendations for model portfolios to financial advisors. Revenue appears to be generated through subscription or advisory fees for access to proprietary model portfolios and investment methodologies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Market Guard is a Registered Investment Advisory firm that provides investment signals and portfolio allocation recommendations for a wide variety of model portfolios to financial advisors and Registered Investment Advisors (RIAs). The firm applies a proprietary Non-Emotional, Methodical, Mathematical methodology using a quantamental scoring system that evaluates over 100 fundamental and technical indicators across Momentum, Valuation, Quality, and Credit pillars, delivering ETF portfolios, individual stock portfolios, sector rotation strategies, income, blockchain, emerging technology, structured notes, and the Market Guard Top 100 Index.

Product overview

Market Guard is a Registered Investment Advisory firm providing a suite of eight proprietary investment strategy products delivered as model portfolios. The core offerings include ETF Portfolios (offering Static, Target, and Dynamic asset allocation models), Individual Stock Portfolios (MG Opp and MG Opp Div using quantamental scoring), Emerging Technology Portfolio, Blockchain Portfolio, MG Income Portfolio, MG Sector Portfolio (machine-learning-driven), Structured Notes, and the Market Guard Top 100 Index. All products leverage the firm's proprietary Non-Emotional, Methodical, Mathematical investment methodology with quantitative scoring systems.

Differentiator

Problem solved

Functional benefit

Brands

• MG Top 100 Index: A cutting-edge equity index that identifies 100 U.S. stocks with the strongest potential to outperform using a proprietary scoring system evaluating Momentum, Valuation, Quality, and Credit.
• MG Income
• MG Sector
• MG Opp
• MG Opp Div

Products and services

• ETF Portfolios Market Guard ETF Model Portfolios managed to specific equity and fixed income targets and implemented through ETFs, offering global diversification across asset classes including Equities, Fixed Income, Commodities, Real Estate, and Cryptocurrencies. Available in Static, Target, and Dynamic allocation approaches.
• Individual Stock Portfolios (MG Opp, MG Opp Div) Opportunity Model Stock Portfolios leveraging a proprietary quantamental scoring system to rank companies based on valuation, quality, leverage, and momentum indicators. Includes Growth Strategy (MG Opp) and High Yield Dividend (MG Opp Div) sub-strategies.
• Emerging Technology Portfolio A model portfolio identifying and investing in high-growth emerging technology themes using quantitative and qualitative analysis, targeting innovation, disruption, and economic resilience.
• Blockchain Portfolio A model portfolio providing indirect exposure to the cryptocurrency space through publicly traded companies involved in blockchain, mining, semiconductors, and transactional/consumer interaction.
• MG Income Portfolio A systematically constructed fixed-income ETF portfolio designed to deliver monthly income distributions with target yield of 5-7%, prioritizing capital preservation and low interest-rate sensitivity.
• MG Sector Portfolio A machine-learning-driven adaptive sector rotation strategy that dynamically identifies opportunities across U.S. equity sectors by evaluating relative strength and allocating capital accordingly.
• Structured Notes Customizable investment solutions allowing investors to create customized notes aligned with their needs, available in Income or Accumulation strategies.
• Market Guard Top 100 Index (MGXT100) A proprietary equity index using Market Guard's quantamental model evaluating over 100 fundamental and technical indicators to identify 100 U.S. stocks with the strongest potential to outperform across Momentum, Valuation, Quality, and Credit dimensions.

Quantifiable outcome

• Target yield of approximately 5-7% with monthly income distributions for Income Portfolio

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Recent moves1 record

Expansion highlights4 records

Emerging players

• Addepar: Wealth management technology platform providing portfolio analytics, reporting, and model portfolio tools to RIAs and family offices. Comparable as an emerging technology-enabled portfolio infrastructure provider serving advisor firms.

Direct peers

• AssetMark: Turnkey asset management platform providing model portfolios and portfolio construction tools to RIAs and financial advisors. Directly comparable to Market Guard's RIA-targeted, model-portfolio-as-a-service distribution model.
• SEI Investments (SEI Advisor Network): Provides model portfolios, managed account solutions, and advisor practice management to RIAs. Comparable in offering systematic model portfolios licensed to independent advisors.
• Orion Portfolio Solutions: Provides model portfolios, portfolio construction, and analytics tools for RIAs and broker-dealers. Closely comparable go-to-market: technology-enabled portfolio solutions licensed to advisor firms.
• Brighthouse Financial (Brighthouse Model Portfolios): Offers model portfolios and managed solutions distributed through advisor channels. Comparable in the RIA-served, model-portfolio distribution model.
• Riskalyze / Nitrogen: Risk tolerance and portfolio construction platform used by RIAs to map client risk profiles to model portfolios. Comparable as an advisor-facing technology layer for portfolio recommendation.
• Morningstar (Advisor Workstation / Model Portfolios): Provides investment research, model portfolios, and portfolio analytics used by RIAs and financial advisors to construct client portfolios. Comparable in serving advisor portfolio construction workflows.

Broad incumbents

• Vanguard (Advisor's Alpha / Model Portfolios): Offers model portfolios and advisor-served investment solutions across asset classes. Comparable broad incumbent with deep advisor distribution and brand trust.
• Charles Schwab (Schwab Institutional / Managed Portfolios): Provides model portfolios and managed account solutions via Schwab Institutional to RIAs. Major incumbent with bundled custody, technology, and portfolio offerings overlapping Market Guard's space.
• BlackRock (iShares Model Portfolios): Largest asset manager offering ETF-based model portfolios (including iShares Strategic Model Portfolios) to RIAs and broker-dealers. Overlaps Market Guard's ETF portfolio offering at much greater scale and distribution depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/market-guard

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Market Guard