Portfolio Management

We specialize in active portfolio management – directly and through researching select third party actively managed portfolios. Our portfolio strategies are designed to look for value using in-depth company fundamental & technical data, a company’s competitive advantages, its ability to capitalize on large scale secular shifts, market analysis, and general business climate.
We manage several different portfolio strategies – and the bulk of our manager’s investable assets are linked to those same model portfolios. Through our proactive communication process, we will help you identify which strategies and portfolios fit your overall portfolio management needs. This includes topics such as your current season of life, risk tolerance, required risk, risk capacity, income goals, and legacy goals. As our client, you will have online services available to you through a third-party custodial provider and will be able to access your accounts from our website.

header-logo

2498 Perry Crossing Way Suite #240A
Plainfield, IN 46168

Above Stone Creek, enter from back parking lot through the “Level Two Entrances”

SunRift was founded
with the goal of being the place we would
invest our own money, because we do.

© Copyright – SunRift Capital Partners LLC – Site Developed by Neil Richmund Marketing 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SunRift Capital Partners LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Florida, Michigan and Ohio. Insurance products and services are offered through Retirement Income Consultants LLC. SunRift Capital Partners LLC and Retirement Income Consultants LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. SunRift Capital Partners LLC/Retirement Income Consultants LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.