THERE ARE SEVERAL WAYS TO WORK WITH SUNGARDEN
- We are currently considering a limited number of new private clients. Please call or email us for details.
- Financial advisors may want to consider using the Dunham Alternative Dividend Fund (Sub-advised by Sungarden) to help clients pursue their long-term goals.
- Do-It-Yourself Investors may purchase the Dunham Alternative Dividend Fund as part of their investment strategy.
Please download one of our whitepapers to learn more about our investment philosophy.
We prioritize avoiding “big” losses, and emphasize income and/or growth based on each client’s unique objectives. Many investment firms only know how to try to make money. As a result, they have no plan for when markets don’t cooperate. During volatile markets, their only advice is “hang in there” or “buy the dips.” Hope is not an investment strategy. An approach that at all times accounts for what could go right AND what could go wrong is essential for successful families. We get that, and our hedged investing approach reflects it.
We run distinct investment strategies, each with a different primary objective:
- Capital Preservation
- Cash Flow
- Long-Term Growth
The strategies differ according to how much emphasis is placed on each of these objectives, and which securities are used to achieve performance. 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.
Areas of Expertise
RISK TOLERANCE QUESTIONNAIRE
Please CLICK HERE for our Risk Tolerance Quiz. It takes about two minutes and helps to determine what you would consider to be a range of acceptable outcomes over any six-month period to truly define what level of loss will worry you.
You will get the results right after you complete it, and we will receive them, too. You will be asked for your email, and we will add you to our distribution list which alerts you to when a new article is posted to Marketwatch.com, as well as our monthly Investment Climate Report. We will not share your information or contact you beyond that.
Meet The Team
Founder and Chief Investment Strategist
Rob has managed investor portfolios through a wide variety of market conditions since his career began in 1986. He is the creator of several investment strategies focusing on portfolio income, preservation and long-term growth, and… Read profile.
Vince has more than two decades of comprehensive investment management, client advisory and leadership experience in the investment management industry. He teamed up with Sungarden® following several years as Executive Vice President. Read profile.
Dana co-founded Sungarden® with her husband Rob and managed the firm’s client service area. As our firm and team have grown, she currently divides her time between client service and Sungarden’s business operations (bookkeeping, firm… Read profile.
Client Service Manager
Alisha oversees the day-to-day operations and client service in our Connecticut office. She also collaborates with Rachel and Colin to promote a responsive and consistent back office process for Sungarden’s clients. Alisha… Read profile.
Rachel joined us in 2015, after three years at Merrill Lynch. At Merrill, she served in a combination of analytical and administrative roles. At Sungarden® her focus is on proactive client service and communicating our investment…Read profile.
Client Service Administrator
From a young age, Colin knew that finance was his passion and had his own trading portfolio at 15 years old. He spent the last two years in the insurance industry working primarily with physicians. Colin earned his degree in…Read profile.
Ask A Question
Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham Alternative Dividend Fund carefully before investing. This and other important information is contained within the Fund’s prospectus, which may be obtained by contacting your financial advisor, or by calling toll free (800) 442-4358. Please read prospectus materials carefully before investing. Investing involves risk, including possible loss of principal.
Funds distributed by Dunham & Associates Investment Counsel, Inc., a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC.
This material contains the current opinions of the authors, Rob Isbitts & Vincent Esposito, but not necessarily those of Dynamic Wealth Advisors and such opinions are subject to change without notice. This material has been distributed for informational purposes only. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No part of this article may be reproduced in any form, or referred to in any other publication, without express written permission. Rob Isbitts and Vincent Esposito offer advisory services through Dynamic Wealth Advisors.