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

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

Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, 401(k) plans, trusts, estates and corporations. The firm serves both high‑net‑worth and non‑high‑net‑worth individual clients and offers portfolio management for individual accounts along with tailored written financial plans. Sunrise typically manages client portfolios on a discretionary basis and constructs customized, structured portfolios that may favor a focused allocation to individual equities over broad mutual‑fund diversification. The firm uses fundamental, technical and cyclical analysis, applies contrarian market indicators, and employs active strategies including option writing (such as cash‑secured puts) while capping speculative exposure and routinely monitoring accounts. Noteworthy features include charging fees on a percentage‑of‑assets basis (with fees invoiced through the custodian) and a stated $1,000,000 account minimum that may be negotiated, practices that are less common among peers. The firm does not operate private funds or accept commissions or performance‑based fees, relies on third‑party custodians for custody and fee debiting, and maintains written policies for personal trading oversight and proxy handling.

To learn more about the advisors currently working at Sunrise 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.