Sungarden Investment Research, LLC

866.800.9300
info@sungardeninvestment.com

OUR FIRM

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.