A complete list of active advisors currently associated with Sun Creek Holdings LLC

Warmer can help you find a great advisor at Sun Creek Holdings LLC or one who fits your needs even better.

Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning to a focused set of clients, including trusts, corporations, pension and profit‑sharing plans, and high‑net‑worth individuals. The firm typically implements portfolios using mutual funds, equities, fixed income, ETFs, REITs and real estate investments and documents each engagement with an Investment Policy Statement. The firm’s investment process is grounded in fundamental analysis and client‑specific Investment Policy Statements, and it generally operates with discretionary authority to execute long‑ and short‑term trading strategies and perform regular portfolio monitoring. Fees are charged on an asset‑under‑management basis and accounts are reviewed at least quarterly by the sole advisory principal. Sun Creek is notable for a very small client roster—three reported clients—while overseeing roughly $25 million in assets, and for emphasizing institutional and high‑net‑worth relationships rather than typical non‑high‑net‑worth individual retail accounts. The firm’s principals have other industry‑related activities (including property management and acting as trustee for client trusts) and participate in an institutional custodian program that provides custodial and practice‑management benefits.

To learn more about the advisors currently working at Sun Creek Holdings LLC, 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.