AssetLock advisor – Onesta Wealth Management.
There is of course standard disclosure – We can’t predict the future. This tool helps reduce risk. We can never ELIMINATE risk.
We would of course consider working with you, if you’ll consider working with us.
Some people look for conspiracies. Some people wonder if AssetLock is a scam. Well, as an advisor who uses this for my clients – I believe in the AssetLock program. It does what it says – help clients keep what they have earned. The simplest form of this tool is to track highest account values and set a predetermined loss. If the account loses that predetermined amount from the account high, a human being confirms the account should be sold. If that is the case, the account is sold.
Fill out the interest form below or give us a call 408-459-8383.
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AssetLock Advisor Note:
AssetLock is not a stop loss program. It is a software program that monitors accounts on a daily basis. Then notifies the AssetLock advisor of different states.