Sunlight Investments

Overview

Sunlight Investments is a very small, sole-proprietor advisory practice that provides discretionary portfolio management primarily for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs fully discretionary mandates. Its stated asset preference is equities, with exchange-traded instruments forming the dominant sleeve of client portfolios. The firm is not positioned as an active ESG investor and is organized as a single-state, single-office adviser rather than a multi‑state or capital‑allocating enterprise. Given the scale, investment decisions appear focused on liquid, publicly traded markets where execution, tax management and low minimums matter. The firm’s operational profile and product mix indicate a bias toward readily tradable exposures rather than large, illiquid allocations that require institutional-level access or large minimums.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices