Portfolio strategies built to last.
/last/ def: Long and Short Tactical wealth preservation
Significant wealth requires sophisticated, highly customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique services to help you simplify your life and pursue what’s important to you. →
Philosophy
Our primary objective is the preservation of your capital.
Ours is a rich history of preserving wealth by managing risk.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Rob Isbitts and Vincent Esposito are Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.
Sungarden is the sub-advisor for the Dunham Alternative Dividend Fund.
Our lawyers made us say that.