SUNGARDEN AT A GLANCE
This site, sungardeninvestment.com, is our online headquarters. Here you will find direct access to our highest-level service, the SIRG Institutional model signal portfolio, designed for high net worth investors, financial advisors, family offices and institutional investors.
This is also where we post our most sophisticated investment whitepapers, research studies and learning tools, to help experienced self-directed investors and institutions to expand their minds beyond the approaches of the "usual suspects" in the investment industry. Modern markets require innovative thinking. You'll find it here.
SUNGARDEN INSTITUTIONAL:
Institutional is for investors who want to do it themselves, but realize that accessing the experience and tactical abilities of a former Chief Investment Officer, investment advisor, mutual fund manager and intellectual property creator can potentially add value to their own investment process. This service, available right here through this site, provides a bird's-eye view of how Rob tactically allocates and manages the vast majority of his family's personal portfolio. It prioritizes risk management, while pursuing income and total return. Our institutional service represents Rob's "very best thinking," evolved through three decades of managing through intense market environments, and using a sophisticated defensive and offensive tool set that is built for the realities of modern investment markets.
Institutional is $300 a month. So at $3,600 for a year, that is a fraction of what many investors with portfolios of $400,000 or more pay to investment advisors, or for the investment portion of a financial planner’s service offering.
We created Sungarden Institutional for self-directed investors who want more independent research and innovative thinking, and less cookie-cutter portfolio management and high fees.
ETFYOURSELF: a lower-cost service focused on the basics of portfolio construction and investment research
ETFYourself.com is where investors can access Rob Isbitts' weekly commentary and serves as the hub of our ETF research. There, we offer a free subscription for those who simply want brief, high level perspectives each week, and a premium service ($40 a month or $400 a year) which includes a deeper dive, additional commentary, and an action-oriented 7-ETF model portfolio, updated with explanatory trade notes each time Rob makes adjustments to it.
ETFYourself.com publishes 3 weekly editions
Tuesdays: the main weekly issue
Thursdays: technical analysis focused
Sundays: a recap with links to articles and media from us and others