Philosophy - Advantages to the Client
A Custom-Tailored Approach.
No one else's funds are commingled with yours.
Unemotional Objectivity. |
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Some investors have a clear grasp of their financial position yet suffer sub par performance simply because of "the emotional factor," i.e., the tendency to have their thinking clouded and adversely affected because it's their money. Such investors oftentimes make ill-advised moves under fire. Use of Sunflower's investment professionals defuses the emotional factor. Sunflower can help the client hold to a sound plan, in spite of fears caused by normal market fluctuations.
Personal Attention.
Sunflower's advisors are readily accessible (within reason) to address your concerns.
As a fee-only investment advisor Sunflower is required by law to be a fiduciary for our clients. We have a fiduciary duty to act in the best interests of the client at all times. Conversely, commission compensated brokerage firms generally are not fiduciaries to their customers and therefore do not make decisions that are solely in their customers' best interests.
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