Our Principals
Honesty is at the core of all that we do.
Throughout our time in the industry, we have seen too many advisors make decisions based on their own interests rather than the interests of a client. We always act in the best interest of our clients. This is prevalent in everything that we do.
Our goal is to be upfront and give clients straight answers that they can use to make very important financial decisions using the best tools that are available. Finances can be complex, and we strive to make it simple with:
Honesty
Independence
Equity
Inclusivity
Reliability
Our broker dealer Cambridge Investment Research, Inc. helps us make these goals a reality by providing the support that our boutique office needs. We chose to partner with Cambridge because the firm has been awarded the Broker-Dealer of the Year 13 times by Investment Advisor magazine¹, and is committed to remaining independent. Unlike many of our competitors, we aren't pressured to use certain investment products and can truly give advice that we believe is best for clients.
¹Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals. Visit thinkadvisor.com.
+1 888 322 5881
info@sunsetcliffscapital.com
1635 Rosecrans Street, Suite B
San Diego, CA 92106