banner

THE INVESTING EVOLUTION

Powered by Sungarden ®

slider2_V4

REVIEW OUR RESEARCH PACKAGES

slider1_V4

SUNGARDEN'S
SOLUTION IS
POWERFUL,
FLEXIBLE AND
INTUITIVE

                     “FINALLY!”

A research service that offers financial advisors, RIAs and their clients an alternative to:

  •    Mutual funds
  •    WRAP accounts
  •    Hedge funds and “liquid alts”
  •    Obnoxious investment letters
  •    Cookie cutter asset allocation systems
  •    Other investment paparazzi

Hedged Investing Steve Jobs Quote

members log in 2

This is a Free Of Charge “Limited Time Offer”

This is probably not the first investment management website you have been to. Before you found us, you probably saw presentations touting traditional approaches to diversification, balanced portfolios, and “Modern Portfolio Theory.” Yet none of these seemed to fit what you really wanted to do with your money. Sometimes to get what you want, you have to expand your mind, look a little further, dig a little deeper. In doing so, you found hedgedinvesting.com powered by Sungarden…and we are so glad you did!

  • Today, investors in retirement or within a few years of retiring must confront low interest rates and a volatile stock market.  They turn to their trusted advisor to find a way to manage that volatility and avoid major losses, while striving to earn enough to maintain or enhance their lifestyle in retirement.
  • To accomplish this balancing act, advisors must develop an investment and portfolio construction process that is straightforward, accountable and gives them the opportunity to choose for themselves how much they want to control the decisions, versus outsourcing some or all of it.  Regardless of where you are on that spectrum, we can help.
  • We firmly believe that successful outcomes in the next decade and beyond require an approach very different from what may have worked in the past.  We provide the portfolio management structure and knowledge that 21st Century advisors need to help their clients pursue their financial goals.  We also provide a turn-key client communication system making it easy to keep clients informed every step of the way.  We call it “The Investing Evolution!”

Our Services

img6

INDIVIDUAL INVESTORS

Our team provides clients with a contemporary, flexible, and cost-effective approach to hedged investing. Our goal: to deliver protection, income and growth in today’s global economy.

img5

FINANCIAL ADVISORS

Constructing portfolios in the 21st Century requires a very different mindset than what might have worked 30 years ago. We have all the tools you need to deliver cutting edge portfolio management solutions to your clients.

img4

OUR BEST THINKING

Our investment approach has evolved with changing markets since the 1980s. Learn how we team with our clients to confront the challenges of a complex investment climate. Download one of our groundbreaking whitepapers here.

OUR INVESTMENT PHILOSOPHY

  • Start with a long-term outlook.
  • Manage short-term volatility.
  • Strive to keep losses manageable.
  • Search for upgrade situations and take advantage of them.
  • Keep emotions in check when others skew theirs to one extreme.
  • Act with conviction, based on analysis and experience.
  • Consider the tax impact of every investment decision before it is made.

Newsworthy

img10MarketWatch News & Commentary 

Rob Isbitts is a “RetireMentor” columnist for this popular online financial news website.
img9Sungarden’s Articles.  Rob Isbitts is a columnist for this prominent online site for financial advisors.

Subscribe by email

Subscribe to the Hedged Investing Blog to

receive the Latest News & Updates.

img51

Blog

Hedging: How We Do It

The fourth type of holding in our portfolios is simply called a Hedge position.  Portfolio hedging comes in many varieties.  Indeed, Wall Street has found some very complex methods to offset risk  within  portfolios.   But  we  have  seen  that  too  often  those  methods  are  so  complex  and complicated  for  even  the  creators  to  understand, […]

2015 © Sungarden Investment Research. Developed by Jupiter SEO