Financial Goal Identification

Together with our client, Sundowner creates a financial needs assessment, identifies goals and tolerance for market risk. Then we’ll develop your portfolio with the right mix of stocks, mutual funds and, in many cases, bonds.

As a fee-only investment advisor, we work solely for you and not for other investment firms. Therefore, we have the ability to maintain a higher degree of objectivity in providing a course of action toward strategic financial objectives.

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Active Portfolio Management

With Sundowner, you’re not just an account number. Each day your holdings are monitored to ensure your financial goals are on track:

• Ongoing research and analysis of individual stocks, bonds and mutual funds.
• Constant monitoring of portfolio performance, holdings and balances.
  

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Ongoing Communication

Communication with our clients is key to our mutual success. With portfolio management by Sundowner you’ll get:

• At least twice yearly, face-to-face meetings to review objectives, portfolio
  performance, holdings, activity and asset allocation.
• Written quarterly reports.
• Ongoing communication via phone
  and email.
• Reports provided to estate planning attorneys, accountants and others upon our client’s request.

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