Our Mission

Deliver Straightforward,
Proactive Investment Advice to a Limited Number of Families.

My Portfolio Team The How

OUTDATED CONCEPTS

  • Risk Tolerance
  • Diversification
  • Asset Allocation
  • Buy and Hold
  • Short Term Obsession

SUNGARDEN APPROACH

  • Volatility "Comfort Zone"
  • "Flexible" Investing
  • Thematic Investing
  • Proactive Volatility Management
  • Adapt to 21st Century Markets
Rob Isbitts

"If you have a strategy to confront market volatility,
you have a huge advantage."

- Rob Isbitts - Strategist, Author, Sungarden Founder