Open An Account
WealthSentry Asset Management
From the Reed Financial Group in association with AtlanticMidwest Investment Research
WealthSentry Preferred or Private Reserve Asset Management does things a bit differently.
Under normal conditions, we look for the companies we consider to the best of breed to invest in. Under times of duress we look to guard wealth by increasing cash positions, decreasing equity or using inverse or hedge positions to decrease volatility. We blend this style of asset management to target your financial goals based on our analysis of what markets are doing now and how you can benefit in the future.
(A separate, encrypted onboarding site will open for your security and privacy)
Preferred Accounts may be opened for $100,0000
Private Reserve Accounts may be opened for $500,000
Once you application has been submitted we will review it for eligibility and respond, generally within 24 hours with your acceptance. Once approved, we will then send you your application to complete using DocuSign Personal Verification Technology which will include your application paperwork with the Reed Financial Group, TD Ameritrade, and if applicable, AtlanticMidwest Investment Research and or IBKR.
IMPORTANT CONSUMER INFORMATION
The Reed Financial Group, Inc. is an independent Registered Investment Advisor. AmericasRetirementPlan.com is owned and operated by the Reed Financial Group for online Investment Advisory only. The Strategic Wealth Initiative is owned and operated by the Reed Financial Group to provide education, administrative and investment options to clients and independent advisors. Separate Account Management is offered by independent Registered Investment Advisors which may or may not be affiliated with the Reed Financial Group, Inc. AtlanticMidwest Investment Research, LLC is an independent Registered Investment Advisor owened and operated by Douglas Reed for separate account research and investment management. Separate Account Management is offered by independent Registered Investment Advisors which may or may not be affiliated with the Reed Financial Group, Inc. An investment adviser may only transact business in a state if first registered or is excluded or exempt from state investment adviser registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a investment adviser a consumer should contact his or her state securities administrator. Before investing, consider investment objectives, risks, charges, and expenses. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. The bond market may be volatile, and fixed income securities carry risks which may be dissimilar to equities. Annuities may be subject to a surrender period. The interest credited may differ based on the annuity you become involved with. Annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return. EQUITY INDEXED ANNUITIES: Your rate of return is tied to an index and may not be guaranteed by the insurer. As with fixed annuities, Equity Indexed annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return.
The WealthSentry Asset Management Method is not a stop loss or Algorithm based trading platform. It is a method which uses technical analysis of markets to determine market direction and the ensuing appropriate asset allocation. It must be implemented by the investment management of the Reed Financial Group. It does not guarantee against loss or growth of assets and uses proprietary research to determine the optimum asset allocation based on market trend.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE