Sunrise Advisors is an independent, “fee-only” Registered Investment Advisory firm that provides continuous wealth management services to individuals, families, business owners, associations, foundations and businesses. Sunrise Advisors, Inc. was established in 1993 on the principle that an advisor and investor should have the same ultimate purpose – to protect and grow assets. This core belief is the foundation for our “fee-only” ideology and the basis for our desire to remain an independent, unbiased partner in our investment advisory and planning relationships.
Sunrise Advisors is also a multi-generational, family-owned firm with built-in continuity. Our unique structure and perspective enables us to better serve families as they accumulate, manage, and transfer their wealth.
CUSTODIANS & DESIGNATIONS
Your assets are held by custodians Charles Schwab & Co. Institutional, Fidelity Institutional Wealth Services or TD Ameritrade Institutional, the largest custodians for independent investment advisors.
Our President is a member of The National Association for Personal Financial Advisors (NAPFA), the nation’s leading organization for fee-only, independent, comprehensive asset management and financial planning experts. In addition to the Investment Advisor Representative (IAR) designations of our advisors, our staff also consists of two CERTIFIED FINANCIAL PLANNERs (CFP®), a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®), a Registered Nurse (R.N.), and two attorneys. Our firm’s diverse composition and experience enables us to work directly with our client’s corporate attorney, estate-planning attorney, accountant, and other professionals to assist in the implementation of the desired wealth management and wealth transfer strategies.
HISTORY & EXPERIENCE
Our founder and Chief Investment Officer, David P. Scott, has professionally managed money since 1975. During the best time in history to buy bonds (the early 1980’s), he was the region’s largest retail bond broker for the nation’s largest brokerage firm. In 1993, David established Sunrise Advisors, Inc. as a way to offer premier investment advisory services to his clients on a ‘fee-only’ basis. He became one of the first advisors to use mutual funds and exchange-traded funds (ETFs) as a tool to diversify investments while implementing “Modern Portfolio Theory”, the Nobel Prize-winning investment strategy.
Our eighty-plus years of combined investment management experience spans complete market cycles, making Sunrise a formidable partner in analyzing the markets and determining the appropriate investments during the various stages of the economic cycle. While we have been managing money for a long time, our disciplined approach has not changed. We still manage assets based on sound economic principles for the long term. And we are driven by our passion to provide a premier service.