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.
Mark knew he wanted to be a professional investor from the time he was 13 years old. At Sungarden®, Mark conducts equity research to identify potential investment opportunities for our portfolios, and monitors events and opinions that… Read profile..
Client Service Manager
Alisha oversees the day-to-day operations and client service in our Connecticut office. She also collaborates with Angela & Rachel in our Florida office 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.