A New Solution for Succeeding in Today’s Investing Environment
Investors are faced with the challenge of succeeding in an investment environment that is clouded with uncertainty and diminishing returns.
Most chase greater returns, with increased risk. We strive to create potentially greater returns, with calculated risk.
Most chase greater returns, with increased risk. We strive to create potentially greater returns, with calculated risk.
Investing with Purpose has 3 Main Components:
Start Smart
Take your first step toward successful investing. Select a cost-effective portfolio, comprised of an appropriate asset allocation which will adhere to your risk tolerance and work to meet your long-term investment goals.
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Apply Intelligence
Enhance your portfolio with SolomonAPI™. A proprietary Artificial Intelligence Investment Strategy (AIIS), which utilizes quantitative modeling and assimilates and translates global data in real-time, to help identify bull market opportunities and avoid the potential consequences of severe market corrections and bear market conditions.
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Monitor Performance
Oversee your portfolio with AssetLock®. A leading communication tool, that works to provide you, your financial advisor, and portfolio manager, with a clear understanding of your investment objectives, risk tolerance, your account’s performance, and how to potentially manage your account in the event of a severe market shift.
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In response to the quest for sustainable solutions, an innovative, viable strategy has emerged:
Artificial Intelligence Investment Strategy (AIIS). It is designed to help navigate the complexities of the new global equities market by providing
the investor with overall risk management perspective beyond their portfolio makeup. AIIS consists of…
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You Earn It; We Help Protect It.
Q: Why should you choose an AssetLock Advisor? A: The AssetLock Advantage.
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AssetLock™ is a portfolio monitoring software that oversees clients’ investments, signaling them and their advisor when market conditions are changing.
By receiving timely 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. |
Not only can you have AssetLock™ on your accounts with J. Wellington Financial, but we can also add it to your current 401k and accounts held somewhere else.
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We are all aware that investing in today's markets will contain some element of risk. 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, we are proud to work with an industry leading technology called AssetLock™. AssetLock™ works in conjunction with smart portfolios that utilize a proprietary Artificial Intelligence Investment Strategy (AIIS), that work as an additional risk measure. Quantitative modeling and real-time global data assimilation and translation, works to help investors capture bull market opportunities and avoid the potential consequences of severe market corrections and bear market conditions. |
We would love to hear from you!
Ask us any questions you may have, and we'll get in touch with you to help answer them.