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THE INVESTING EVOLUTION

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“FINALLY…A contemporary approach to asset management!”

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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.

Download Our Latest White Paper on retirement income

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Investment Climate report

What are the chances?

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Current portfolio positioning

Target the high end of our “comfort zone” until solid evidence points to the probability of a true stock market decline (greater than 10% from peak)

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Investor risk / reward summary

Many indicators we follow look overvalued, but not at “red-alert” levels yet.  Markets are clearly in a state of indecision.  After a 6 year runup in US stocks, and 8 years since the last bear market started, rash moved of any kind are not advised.

Investment
Climate
Indicator

Measuring the
Reward/Risk Tradeoff

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.

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Blog

Constructing a Hedged Portfolio

So, we have all of the building blocks in place for a successful hedged investing portfolio. We have four types of holdings (Core, Residents, Guests, Hedges) and we have a list of companies that potentially fill those four “buckets.” Now, we take all of those moving parts and corral them into an ongoing portfolio, with […]

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