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THE INVESTING EVOLUTION

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SUNGARDEN'S
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Why Subscribe to our Research?

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 even something called “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!

We realize that one of the most important things to investors today is choice. They want professional guidance to manage their portfolio, but that doesn’t always mean they want someone else to make the final decisions. We offer several service levels, so you can decide how you want to use our experience and perspective. If you want to make your own decisions, we can help you make them with more confidence and provide a structure that has helped us get to where we are today. And if you prefer to have us manage the assets for you, we are ready, willing and able to do that too. So, whether you want the 30,000-foot view of our ongoing thinking, or you want to be right there with us making decisions, or anywhere in between, we can help you.

As you will see, we are a destination for  investors who know that what is popular is not always best. Sometimes, you don’t truly know what you want until it is shown to you. We welcome you to tour our site and discover what hedged investing.com offers and how it may help you  go forward confidently as investor.

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Hedged Investing Steve Jobs Quote

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.

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