We believe that performance starts with preparation. We conduct exhaustive research and analysis to continuously evaluate the world’s changing risks and opportunities, from broad economic trends to individual securities. Our aim is to deliver forward-looking solutions that maximize returns for our clients.
Invest with Confidence An extensive study showed that a strategic investing approach will prevail through the many market
fluctuations of the past century. The majority of our diversified active U.S. equity mutual funds beat their benchmarks across multiple time periods over 10 years or their lifetime according to Morningstar.
Sunrise Capital Management believes there is nothing more important than our partnership with our clients. Our reputaion is everything to us. Markets don’t stand still and neither do we, innovating to build solutions to meet investors’ evolving needs. We are invested in helping our clients achieve what they set out to accomplish.