Since my late father taught me to chart stocks at age 16, to my first job as a portfolio assistant in the World Trade Center in NYC, through roles at investment advisory firms as Chief Investment Officer, partner, founder, portfolio manager, researcher, and client advisor, this is the only industry I have worked in. And I love it! During the last 10 years of that journey, I founded and ran a boutique high net worth investment advisory firm, Sungarden Investment Management.
As we grew Sungarden, I came to realize that the industry was making all of us "choose sides." You could either cater to clients (advisor), or manage portfolios at the "model" level (investment strategist). Seeing this writing on the wall, I recruited and developed my long-term advisory succession team, and sold the practice in 2020, to focus full-time on investment strategy and research, and applying my experience to a wide variety of investors.
Sungarden Investment Publishing, ETFPortfolios.com and our other tools and resources can help investors thrive, not just survive, with the confidence that comes from having a disciplined, consistent, time-tested investment process.
Welcome to Sungarden, and to ETFPortfolios.com.