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.
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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. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Ohio, Michigan, and Florida. SunRift Capital Partners LLC and Dustin Hunter are affiliated. SunRift Capital Partners LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency.