Investment Strategy - Portfolio Management
"Portfolios will be constructed with regard to the client's needs and portfolio restrictions, if any."
Sunflower provides portfolio management services to our advisory clients. We provide ongoing investment advice by investing on a discretionary basis for our clients, based upon their individual needs. |
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Portfolios will be constructed with regard to the client's needs and portfolio restrictions, if any. Client needs will be determined by initial interview and completion by the client of a "Client Profile." This form provides pertinent data about the client's personal financial assets, goals, and risk tolerances.
Individual securities are usually selected along with
limited use of mutual funds
in special situations when the advisor deems they are warranted.
Sunflower utilizes equity and income investments, or
a combination of both.
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