Safeguard Investment Advisory Group, LLC

Safeguard Investment Advisory Group, LLC is a registered investment adviser based in Corona, California, providing investment advisory services since February 20, 2008. The firm offers a range of services, including discretionary and non-discretionary portfolio management, access to third-party investment management services, and fee-based financial planning services. Clients typically grant the firm discretionary authority to manage their accounts, allowing Safeguard to determine specific securities to be bought or sold without prior approval. The firm may also use sub-advisers to manage portions of client accounts on a discretionary basis. Clients are required to provide suitability information, including financial situation, investment objectives, and risk tolerance. Financial planning and consulting services are available for a separate fee, with services ranging from broad-based financial planning to consultative or single-subject planning. Safeguard primarily employs fundamental analysis to analyze securities and offers investment strategies such as long-term and short-term trading. The firm charges advisory fees based on a percentage of assets under management, with rates varying depending on the total assets. Clients are encouraged to review account statements and advisory fees assessed. Safeguard does not accept performance-based fees or engage in side-by-side management. The firm does not compensate unaffiliated third parties for client referrals and does not have custody of client funds or securities. Clients are responsible for voting proxies, and the firm does not accept authority to vote on their behalf. Safeguard has implemented safeguards to protect client information and may disclose personal information to service providers and financial institutions as required by law.