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The Investing Evolution


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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Current Commentary


Our latest thoughts on the markets and what it means to you.

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YOUR OBJECTIVES + OUR EXPERIENCE = THE INVESTING EVOLUTION!


Sungarden® Investment Research teams with its clients to confront the challenges of a complex investment climate. We do so using a proactive investment approach which has evolved with changing markets since the 1980s. Like our clients, we prioritize the management of volatility, and clear communication about the decisions we make.

We are hedged investors, but not a hedge fund. Our private clients access us through a set of discretionary managed portfolios. They expect and receive professional client service through our experienced team of principals, analysts and operations specialists. Together with our clients, we are The Investing Evolution!

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Global and International Funds

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Immediate vs. Deferred Annuities

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A presentation about managing money: using it, saving it, and even getting credit.

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Smart investors take the time to separate emotion from fact.

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