A complete list of active advisors currently associated with Sunbeam Capital Management, LLC

Warmer can help you find a great advisor at Sunbeam Capital Management, LLC or one who fits your needs even better.

Sunbeam Capital Management provides discretionary investment advisory services to high‑net‑worth individuals, trusts, and estates, managing $410,159,817 in client assets across 47 client relationships. The firm constructs diversified portfolios using low‑cost mutual funds and ETFs and may also include individual stocks, bonds and alternative investments as appropriate for client objectives. The advisor generally follows a long‑term, fundamentals‑based investment approach, developing customized asset allocations and monitoring accounts on a continuous basis with formal reviews at least annually. Sunbeam Capital may employ independent (unaffiliated) managers for portions of portfolios and discloses the use of options and other derivative strategies (including described options risks) as part of its separately managed account capabilities and hedging techniques. Compared with peers, Sunbeam Capital operates with a very small advisory team (two advisors) while overseeing a relatively large asset base, resulting in a high average asset per client and a concentrated, bespoke client focus; it also reports no non‑high‑net‑worth individual clients. The firm does not charge performance‑based fees, does not accept proxy‑voting responsibility, and maintains institutional relationships with Fidelity and Schwab that provide technology and research support.

To learn more about the advisors currently working at Sunbeam Capital Management, 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.