Sunrise Advisors seeks to allocate assets to match the risk tolerance of the investor and create a properly diversified portfolio while adding weight to those asset classes that are most rewarding during the current economic environment. Our investment philosophy is largely based on "Modern Portfolio Theory", the Nobel Prize-winning investment strategy. One of the premises of "Modern Portfolio Theory" is that proper diversification and proper asset correlation can reduce risk and improve returns over time.

We have come to learn that managing assets is more art than rocket science, and that there are very few people who have the temperament and foresight to be truly successful asset managers.

One of the first steps in selecting an Investment Advisor is to decide how comfortable you are with their investment philosophy.





We use our extensive background in Corporate, U.S. Government, and Tax-Free Bonds to develop a Bond Portfolio designed to eliminate risk and volatility while investing in those maturities that are most rewarding during the current economic environment. All Fixed-Income Portfolios are constructed with the idea of managing interest rate risk and potential movements in bond prices.

As an independent Investment Advisor, Sunrise can look for the most appealing bonds. And because we work on a "fee-only" basis, we may be able to eliminate the mark-up ('spread' or 'commission'). The purchase of a bond at a lower price saves our clients money and results in increased yields.

Our knowledge of the bond markets helps us to ascertain the most advantageous bonds to hold in varying interest rate environments and allows us to mitigate the risk of depreciating bond values during fluctuations in interest rates.