A complete list of active advisors currently associated with SunRift Capital Partners LLC
Warmer can help you find a great advisor at SunRift Capital Partners LLC or one who fits your needs even better.
SunRift Capital Partners provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, and also advises charitable organizations. The firm offers both one‑time and ongoing planning engagements and periodically holds public seminars and workshops on financial topics. SunRift generally manages client accounts on a discretionary basis, using fundamental, technical and cyclical analysis and, when appropriate, engaging sub‑advisors to implement agreed model strategies. Accounts are reviewed at least quarterly, clients may impose investment restrictions, and custody is maintained through national custodians the firm selects. The brochure discloses a consent order from May 2018 related to an untimely response to a state informational survey, for which the firm paid a $1,500 fine, a disclosure that is uncommon among peers. Also notable is the firm’s stated practice of serving charitable organization clients and offering public educational workshops (some with a modest materials fee), features that are less common for independent advisors of this type.
To learn more about the advisors currently working at SunRift Capital Partners 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.
Name |
Location |
Years of experience |
|---|---|---|
Plainfield, IN
| 14
|
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