5 Reasons To Trust Jenkins Wealth
1. We are the creators of Assetlock® technology.
Jenkins Wealth created Assetlock® technology to watch our client’s
accounts on a daily basis to help ensure that there is a limited
downside loss to the client’s portfolios. See the AssetLock® Videos for more information.
2. We deploy superior asset allocation in our portfolios.
Many firms talk about asset allocation, but few properly address this
for their clients. We believe our investors benefit from Jenkins
Wealth’s constant attention to managing portfolio risk with the intent
of reducing downside volatility. Because we rigorously follow our
models, investors know what to expect from us. After all, pacing and
discipline is what’s needed to win any long distance race, and long-term
investing is no different.
3. Our commitment to your success.
The founders of Jenkins Wealth have been recognized for their on going
efforts to educate investors on how to invest for success. This focus
has brought about nationwide recognition by major media outlets as a
trusted source of information and knowledge on investment topics. This
is also supported by the published book “Five Rules Every Investor Must Break.”
4. Straight-forward and transparent fees.
Jenkins Wealth is a fiduciary, which means that we will always act in
your best interest as your trusted investment manager. Unlike many other
investment professionals, we do not receive any commissions or bonuses
based on our investment products inside the managed portfolios.
Therefore, we will always create an unbiased investment solution that
best suits you.
5. Your money is held at an independent custodian.
The investments we manage for you are held in your name by an
independent qualified custodian, Charles Schwab & Co., Inc.. Jenkins
Wealth only has limited authorization to trade securities with
discretion, deduct our quarterly management fee from the account under
management and request funds to be sent directly to the client. We have
no other access or authority to your account(s).
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