A Boutique Multi-Family Office
The asset management industry has long been plagued by a one-size-fits-all approach, prioritizing scale over individualized solutions. This cookie cutter approach has led to subpar investments and a reliance on sales rather than personal growth.
Sundial is a boutique multi-family office designed at finding, sourcing, and creating innovative, uncorrelated, investment solutions.
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Personalization. Not Scale.
Offering highly personalized complete portfolio solutions or individual strategies and deals.
Niche Investments
In addition to low correlation to the traditional markets, niche strategies often offer better risk-adjusted returns and an ability to harvest value from sources that are not widely explored.
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Portfolio Construction
As a multifamily office, we are able leverage our expertise and resources to provide solutions beyond investments.
Private Wealth Management
As an Independent Fiduciary, Sundial Wealth Management manages client wealth in Dynamic All-Weather Portfolios that are constructed to compound gains over a long time without significant capital impairments along the way, through the use of best in class investment strategies that create non-correlated revenue streams.
Commercial Real Estate
Customized supplemental portfolios that are expected to generate non-correlated revenue streams and when combined with a client’s existing traditional stock & bond portfolio, results in an asset allocation that better aligns with the Sundial Dynamic All-Weather Portfolio approach.
Venture Studios
Sundial Studios offers clients the ability to participate along-side founders in launching and buying into successful, cashflow generating, SMBs that have the potential for significant growth. Sundial Studios takes an active role in each company to help maximize the probability of success.
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Sundial Services
Capture insight and guidance including preparation and planning before an exit is being considered, maximizing the value captured in selling a minority or majority of the business, to preserving and protecting the realized gains. Our ecosystem contains best-in-class advisory on tax planning, trust and estate planning, and gifting.
To learn more about our vision, process and commitment to excellence, simply tap here.
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