Five Star award winner Brad Jenkins, CFP®

PROFESSIONAL ACCOMPLISHMENTS

Market Guard™

The Market Guard™ investment methodology was created with one simple concept in mind: to help empower clients with the highest probability of investment success while helping to protect their investments along the way.

At Market Guard™, we strive to understand the challenges that investors face on a daily basis. Therefore, the Market Guard™ investment methodology was created with an intelligent approach to achieve the level of success we believe every investor deserves.

Market Guard™ seeks to generate Intelligent Performance by dedicating relentless effort to innovation, values, and excellence. These characteristics are at the core of our Tactical and Strategic Asset Allocation model portfolios. When constructing these model portfolios, we start by selecting the individual securities and then determining the appropriate allocation within each specific portfolio. Once this process is complete, we recognize the importance of personalization to the individual investor in order to help them achieve their specific goals. For this reason, Market Guard™ provides the capabilities to allow the investor to tailor the exact blend of equities and fixed income desired.

When it comes to portfolio construction, research shows that asset allocation can be one of the most important factors to influence overall performance. According to multiple academic studies, more than 90% of a portfolio’s success is determined by asset allocation. In addition, determining the correct investment classes, as well as the proper percentage to hold in each portfolio, is paramount to long-term success.

Market Guard™ also offers enhanced monitoring within the Tactical Asset Allocation model portfolios. Our active management strategies shift the percentage of assets held in various categories to mitigate volatility or take advantage of strong market sectors. Within our active management strategies, Market Guard™ provides multiple options for further customization of tactical management style to fit an investor’s individual investment goals and risk tolerance in each separately managed account. To help provide the basis to perform these important investment decisions, Market Guard™ utilizes a specific blend of technical indicators, fundamental analysis, and market observation. These indicators will help us decide:

When to Sell –Market Guard™ will assess the individual positions in the portfolio and signal a possible opportune time to divest. Based upon the analysis of current market conditions, we will determine the quantity of shares to sell in an effort to help protect from unnecessary losses and volatility.

When to Buy –Market Guard™ will assess the individual positions in the portfolio and signal a possible opportune time to invest. Based upon the analysis of current market conditions, we will determine the quantity of shares to purchase.

When to Hold – Market Guard™ will assess the individual positions in the portfolio. If there are no signals to sell or buy particular investment positions, then the strategy will remain unchanged. Based upon the analysis of current market conditions, we will determine the importance to hold the current portfolio allocation.

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This award was issued on 10/1/20 by Five Star Professional (FSP) for the time period 01/20/2020 through 08/14/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2172 Denver-area wealth managers were considered for the award; 213 (10% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.

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Jenkins Wealth manages primarily for individual investors by advisory services offered through Market Guard™. Market Guard™ is a registered investment advisor with the Securities and Exchange Commission (SEC). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Market Guard’s™ Model Portfolios are investment methodologies developed by Market Guard™. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. The content on this site is provided for informational purposes and should not be construed as an offer of investment advice or as a recommendation to buy or sell any security. The Market Guard™ Model portfolios do not contain an automatic stop-loss, and there is no guarantee against losses or guarantee against market fluctuations. Past performance does not guarantee future results.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.