Portfolio Armor For Financial Professionals

More about Portfolio Armor

There are two main differences between the Individual Investor and Financial Professional sections of the site:

Financial professionals can enter and save multiple portfolios. You can do this for each of your clients.
You can create a profile (including a photo, biographical information on yourself, your professional designations, a link to your own website, etc.) and enter it into our searchable database of financial professionals. That way, individual investors who are interested in finding a financial professional who uses Portfolio Armor will be able to find you.

Please note that Portfolio Armor will not share any individual investor information with you. Portfolio Armor gives individual investors the ability to search for and contact financial professionals who are members of the site; it does not give financial professionals the ability to search for individual investors.

Also note that we provide individual investor members with a link to FINRA’s BrokerCheck® which enables them to check your professional background.

Click here to learn more about Portfolio Armor's proprietary algorithm.

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Portfolio Armor is a tool. While it is a very sophisticated tool capable of providing useful calculations it is not designed to replace the advice of a professional investment counselor or your own independent investment research and independent calculations. To rely solely upon the Portfolio Armor tool for investment decisions would be extremely unwise.