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THE INVESTING EVOLUTION

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SUNGARDEN'S
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“FINALLY…An alternative to third party asset managers!”

A (flat fee) research service that offers financial advisors, RIAs:

Hedged Investing Steve Jobs Quote

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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

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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.

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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.

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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

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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.

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Blog

The HedgedInvesting.com Stock Score: a proprietary, dynamic, assessment of a stock’s potential

Unlike  many  other  scoring  systems,  such  as  the  venerable  rating  schemes  from  Value Line, Standard and Poors, Morningstar, Schwab and others, the HedgedInvesting.com Stock score is an important but not isolated factor in our decision-making process.  It is  not our bottom-line opinion  on  a  stock,  but  it  is a  bottom-line  conclusion  for  one  of  several […]

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