A complete list of active advisors currently associated with Sonrise Opportunity Corp.
Warmer can help you find a great advisor at Sonrise Opportunity Corp. or one who fits your needs even better.
Sonrise Opportunity Corporation offers discretionary portfolio management through a wrap fee program to individuals, trusts and estates, charitable organizations, and business entities, and may manage individual participants’ self‑directed retirement brokerage window accounts. The firm discloses that it has not yet commenced advisory operations and reports $0 in assets under management as of this filing. The firm’s investment approach is delivered exclusively through three model portfolios (Moderate, Growth, and Opportunity) that allocate only to no‑load mutual funds and employ both long and short positions — and, in the higher‑risk strategies, leveraged funds — with portfolio construction guided by thesis‑driven analysis and explicit volatility ceilings relative to the S&P 500. Accounts are managed on a discretionary basis, with periodic investor‑profile reviews, the ability to hold money‑market funds for capital preservation, and portfolio decisions informed by cyclical, fundamental, technical, quantitative, qualitative, sector, and behavioral analysis. Noteworthy and less common features for a firm in this category include acting as the sponsor and portfolio manager of a wrap fee program, a disclosed prior regulatory consent order in Washington involving the principal’s former firm and a private fund (resolved by consent and reflected in the firm’s stated policy not to sponsor or advise private funds or take custody), and an affiliation through the principal’s state life and health insurance licensure (disclosed as a potential future source of commission‑based activity though not currently active). These elements — the wrap‑program sponsorship, the documented disclosure event and resulting operational limits, and the insurance affiliation — distinguish Sonrise Opportunity from many peers and are reflected in its program design and client disclosures.
To learn more about the advisors currently working at Sonrise Opportunity Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, TX
| 31
|
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