Registered Investment Advisors

Why Sunport?

Why the need for an independent financial advisor?


  • Sunport does not promote or sell its own investment instruments. After a careful evaluation, each client is offered the best investment options according to his particular goals.

  • Recommendations are given with a comprehensive outlook, taking in consideration the client’s objectives, restrictions, and short and long term commitments

  • Because the advisor’s fees are not linked to transactions , the advisor’s main goal is to achieve his client’s investment goals and to maintain a high level of service as a way to preserve those accounts in the long run.
  • By adding all of the clients under his administration, the experienced independent advisor is able to negotiate prices and yields normally only offered to large or institutional clients.