A complete list of active advisors currently associated with Vaquita Sun, Inc.

Warmer can help you find a great advisor at Vaquita Sun, Inc. or one who fits your needs even better.

Vaquita Sun, Inc. provides discretionary, custom-tailored portfolio management primarily for individual and trust clients, constructing and continuously managing accounts to match each client’s risk tolerance, time horizon, and liquidity needs. The firm operates as a solo advisory practice and recommends SEI Private Trust Company as the qualified custodian while charging fees on an assets-under-management basis. The firm’s investment process combines company-, industry-, sector- and macroeconomic analysis to build concentrated equity strategies and customized fixed‑income portfolios invested in U.S. Treasuries, municipal and corporate bonds; it may exclude particular asset classes for extended periods depending on market conditions. Vaquita Sun also supplements its in-house management by allocating client assets to third‑party managers and to model-based strategies available through a sub-advisory program administered by SEI Investments Management Corporation. What distinguishes Vaquita Sun from many single-advisor independents are its operational ties to other advisory entities: the firm’s principal has an ownership interest in another advisory business and the firm has a formal sub‑advisor relationship with a registered adviser affiliated with its recommended custodian. Combined with a very small asset base and a compact client roster, these affiliations create an uncommon operational profile for a solo independent adviser and may influence how model portfolios are implemented and trades are executed for clients.

To learn more about the advisors currently working at Vaquita Sun, Inc., 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.