Sunrise Advisors is uniquely qualified to help in the construction of your fixed-income portfolio. Our Chief Investment Officer was the region's largest bond broker for the nation's largest brokerage firm during the early 1980's, the best time in history to purchase bonds.

We have taken our expertise and created a format to ultimately benefit our bond buyers. As a "fee-only" investment advisor, we may be able to eliminate the spread associated with purchasing bonds. (This mark-up or commission is generally not seen by investors). Because we are independent, we search the entire bond market, not just our own inventory (as broker-dealers, banks and trust companies may do), for the most appropriate issue for your portfolio.


We use proven investment strategies in periods of rising or falling interest rates to protect and add value for our clients. Depending where we are in the market cycle, selecting the appropriate bond types and durations are imperative to success. Our goal is to limit risk while optimizing returns for our clients.

Review Your Bond Portfolio