A complete list of active advisors currently associated with Sunshine Kapital

Warmer can help you find a great advisor at Sunshine Kapital or one who fits your needs even better.

Sunshine Kapital is a recently established independent registered investment adviser run by a single adviser that provides discretionary portfolio management to individual and high‑net‑worth clients. The firm creates an investment policy statement for each client and manages accounts according to documented goals, time horizon, and risk tolerance. The adviser employs cyclical and fundamental analysis and implements a mix of long‑term and short‑term strategies, including options trading alongside allocations to equities, fixed income, ETFs, commodities, and non‑U.S. securities. Accounts are reviewed at least monthly and the firm typically requires discretionary authority to execute its investment approach on clients’ behalf. Notable differences from many peers include the firm’s acceptance of performance‑based fees for qualified clients, a practice that is uncommon among independent solo advisers and that the brochure discusses in the context of conflict mitigation. Operationally, Sunshine Kapital requires clients to use a specific custodian (Interactive Brokers) and does not aggregate trades across client accounts, practices that can affect execution and are noteworthy for a small, boutique adviser.

To learn more about the advisors currently working at Sunshine Kapital, 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.