Sunrise Advisors actively manages investment portfolios based on the risk tolerance and objectives of each individual client.

To construct your optimal portfolio, we first analyze the domestic and international economies to determine where we are in the global economic cycle. Our portfolios are then allocated with the appropriate mix of equities, bonds, and cash, with the understanding that certain asset classes and sectors of the market outperform in different economic environments.

Sunrise has uniquely employed a "core and satellite" investment approach since 1993. Our "core" consists of a fully-diversified mix of global holdings. Our "satellite" portion of the portfolio is allocated to reduce risk and take advantage of current market conditions. For example, if we believe the market is undervalued and should move higher, we add positively-correlated assets (that move with the market) to our "satellite". If we believe the market is overvalued and should move lower, we add negatively-correlated assets (that move inverse to the market) to the satellite portion of the portfolio.

We have been successful for our clients through full market cycles by maintaining our flexibility to maneuver our allocation as the economy dictates and by remaining forward-looking in our investment approach. Our long-term, asset management philosophy has its roots in conservative, value-based investment strategies.



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