Lineguard Investments, LLC

LineGuard Investments, LLC is an investment adviser firm established on May 6, 2011, by Jody Medford. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. LineGuard offers discretionary investment management services tailored to clients' needs, allocating assets among various investment options based on client objectives. The firm primarily invests in mutual funds, ETFs, individual securities, and variable annuity products. Clients have the flexibility to make additions and withdrawals to their accounts, although LineGuard emphasizes long-term investment strategies. Regarding fees, LineGuard charges an annual fee based on a percentage of assets under management, ranging from 0.70% to 1.50% depending on the portfolio value. The firm may negotiate lower fees based on specific criteria. LineGuard does not charge performance-based fees and does not engage in side-by-side management. The firm exercises investment discretion on behalf of clients, allowing it to make investment decisions without client consent. LineGuard follows a comprehensive investment strategy that includes qualitative and quantitative analysis to ensure suitable investments based on clients' risk tolerance and financial goals. Clients are informed about the risks associated with investing, including concentration risk, credit risk, equity risk, interest rate risk, and mutual fund risk. LineGuard does not have any disciplinary information, financial industry activities, or affiliations to disclose. Jody Medford, the principal executive officer, is a Certified Financial Planner™ professional with a Bachelor of Science in Finance from Central Michigan University. Medford has no reportable disciplinary events and does not receive additional compensation for advisory services. The firm's brokerage practices prioritize best execution, and clients may direct LineGuard to use specific financial institutions for transactions. LineGuard reviews client accounts regularly and does not vote client securities. The firm maintains compliance with applicable laws and regulations, and Medford is the sole owner and investment adviser representative supervised by firm policies and procedures.