Jenkins Wealth is a registered investment adviser. Information presented is for educatonal 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. Jenkins Wealth is a Registered Investment Advisor with the SEC (Securities and Exchange Commission).
AssetLock™ is a tracking software used to monitor the performance/growth of a clients’ portfolio, and to predetermine the amount of downside the client/s is/are willing to tolerate. It is NOT an actual stop loss, and will NOT automatically sell the individual securities in the portfolio. Therefore, the AssetLock™ value is a reference point to encourage a conversation between Jenkins Wealth and the client/s, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the Assetlock™ percentage or reallocate to a different risk profile. If the client/s cannot be located, and the portfolio has reached the AssetLock™ value, by initialing below the client/s authorizes Jenkins Wealth to liquidate the portfolio and move all the assets into cash.
During any liquidation process, there is no guarantee the exact AssetLock™ value will be captured, nor that the assets will be sold the very same day, but rather the notification will alert both the client/s and Jenkins Wealth that the portfolio needs to be sold and moved into a cash account at Jenkins Wealth’s earliest opportunity