Our Clients

Investing our clients’ assets is a tremendous responsibility and we work relentlessly to deliver the greatest value to our clients and help them achieve their goals.  We invest in financially strong and dominating companies as well as the highest rated funds and products in the industry.  We typically attempt to generate portfolio’s that generate a proportional higher amount of income with lower risk, lower volatility and in funds with a history of above market returns.

Sunrise believes 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 and mutual funds. Our aim is to deliver forward-looking solutions that maximize the possibilities for our clients and protect their portfolio’s.

There is no substitute for experience. Our distinctive combined top-down and bottom-up investment process has been tested in every market environment. We provides access to personalized investment strategies that incorporate a value-oriented approach with a focus on protecting investor capital through various market environments.

Sunrise Capital Management believes there is nothing more important than our partnership with our clients. Our reputation is everything to us. Markets don’t stand still and neither do we. We are constantly innovating to build solutions to meet investors’ evolving needs. We serve families who desire financial clarity and a cohesive strategy that will last, potentially for generations. As stewards of great wealth, we are totally committed and invested in helping our clients achieve what they set out to accomplish. Let us help you navigate to your goals by providing practical, proven strategies for building a safe strong financial future.