Client Login

Login to your Sungarden® Client Portal here.

THE SUNGARDEN® ADVANTAGE

  • Education – Clear explanations of what we do, to make you an Informed Investor.
  • Innovation – A unique investment approach to manage your portfolio.
  • Customization – If your situation demands that we go beyond our existing investment strategies, we stand ready to do so.

THE SUNGARDEN® EXPERIENCE

Before investing your assets we meet to determine the best investment strategy for you, based on your unique situation and objectives. This is done through a combination of the following:

  • Active discussion about what you seek to accomplish.
  • Systematic process to understand your mindset about investing.
  • Recommendation of a strategy we believe will best meet your requirements.

What distinguishes our firm from a crowded industry is our effort to educate and inform you. This includes:

  • Trade notes summarizing changes to your portfolios.
  • Blog posts on a topic of interest to our clients.
  • Online access to timely information about your accounts.