What types of investments does Sunrise use?

As an independent firm, we have the ability to utilize virtually any investment vehicle available in the marketplace. Primarily, we will construct portfolios with individual stocks, individual bonds, exchange-traded funds (ETFs) and/or no-load, institutional-class mutual funds.

Due to the fact that we cannot be paid by anyone other than our client, our only incentive is find the best-available, lowest-cost investment vehicle to help our clients reach their goals. Additionally, we understand that liquidity is of key importance – all of the investment vehicles we recommend can be liquidated into cash within days.