SUNSTONE FINANCIAL

Overview

Sunstone Financial is a small, privately owned investment adviser focused on portfolio management for individuals and small businesses. The firm operates under a percentage-of-AUM fee model and runs primarily discretionary mandates — its reported discretionary assets equal its total assets under management. Sunstone’s investment approach leans toward using pooled public vehicles for core exposure while supplementing portfolios with third-party alternative managers for diversification. It is not positioned as an ESG-driven allocator, and its business footprint is limited in scope rather than multi-state or institutional pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices