Sungarden Core Philosophy is a total return-focused, all-weather portfolio strategy. It is comprised of 2 parts which are designed to work together: a long-term-oriented equity portfolio (based on the firm’s proprietary YARP™ dividend stock methodology) and a tactical portfolio (primarily using ETFs), which aims to avoid major loss and add return through the use of investments held over shorter time periods. The strategy’s Performance has been audited and verified by a professional third-party auditor.

The strategy prioritizes risk-management, as Sungarden believes that competitive long-term returns are more about avoiding major drawdowns than investing aggressively. The portfolio’s primary benchmark is the S&P Target Risk Moderate Index.