100% Client Satisfaction Guarantee

Portfolio Architect investment services are backed by a 100% Client Satisfaction Guarantee!

Being the best at what we do (our humble opinion) makes providing an iron clad guarantee simple and easy.  The fact is:

  • YOU WILL KNOW your investment plan is rock solid
  • YOU WILL FEEL confident your model asset allocation suits your needs
  • YOU WILL FIND the investment analysis and color coded scorecards invaluable
  • YOU WILL BENEFIT from the process other institutions and endowments use
  • YOU WILL SLEEP BETTER knowing you have full control AND expert help!

- OR -

You won’t pay… PERIOD!

Normally these sorts of guarantees come with all types of asterisks and caveats.  NOT OURS!

We’re so confident you’ll be happy that if for any reason within 30 days of your purchase you’re not, we’ll refund your investment.  Just tell us what we could have done to improve our investment services! (Portfolio Passport refund limited to one quarter).

Finally you can benefit from the same institutional investment management systems and techniques that pension plans, endowments and other organizations use.

You have nothing to lose with our 100% Money Back Guarantee!