ABOUT

OUR FIRM

 

Sungarden Investment Research was founded by Rob Isbitts, a veteran investment strategist, client advisor and investment educator. As an investment firm built for the 21st century, our mission is to deliver straightforward, proactive, investment thinking to our clients (both individual investors and financial advisors).

 

WE ARE A FIDUCIARY TO OUR CLIENTS

 

Above all else, we hold ourselves to the “Fiduciary Standard.” This means that we always act in the client’s best interests. That is very different from the “Suitability Standard” that brokers are subject to, which in our strong opinion opens the door to significant conflicts of interest.

 

WE ARE A FEE-BASED FIRM

 

We typically work with clients on a fee basis (% of account value). Thus, when your account value rises, we get paid more. When your account value declines, we get paid less. We believe this puts us on the same side of the table with you. Our fate is tied to yours, as it should be.