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Sungarden Investment Research is a proactive, professional investment team established to provide results to a limited number of clients. Our approach to investing and financial markets allows our clients (both investors and financial advisors) to gain knowledge, control and confidence over their investment strategy. Sungarden provides clients with uncommon flexibility in accessing our intelligence and resources. We can run their entire investment process, or only a portion of it. We offer a refreshing, cost-effective alternative to mutual funds and “managed” accounts.



At Sungarden we are hedged investors, but not a hedge fund. Using a variety of tools, we prioritize the management of volatility.

We run distinct investment strategies, each with a different primary objective:

  • Capital Preservation
  • Cash Flow
  • Long-Term Growth

Our strategies are comprised of individual stocks, supplemented with a small number of specialized ETFs (Exchange-Traded Funds) and/or mutual funds to complete the portfolio.



  • Deep investment experience over twenty five years across different market conditions.
  • A business person’s approach to investing: we prioritize the management of market volatility and invest to real-life objectives, not to superficial benchmarks.
  • A proprietary investment communications system, designed to keep our clients informed about what impacts their wealth.