Sundowner Capital Management LLC is a money management firm located in Bend, Oregon offering custom portfolio management to its clients.
By focusing on its clients’ financial goals, while applying disciplined money management strategies, Sundowner provides your portfolio a powerful source of financial expertise through:
Financial Goal Identification
Together with our client, Sundowner creates a financial needs assessment, identifies goals and tolerance for market risk. Then we’ll develop your portfolio with the right mix of stocks, mutual funds and, in many cases, bonds.
As a fee-only investment advisor, we work solely for you and not for other investment firms. Therefore, we have the ability to maintain a higher degree of objectivity in providing a course of action toward strategic financial objectives.
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Active Portfolio Management
With Sundowner, you’re not just an account number. Each day your holdings are monitored to ensure your financial goals are on track:
- Ongoing research and analysis of individual stocks, bonds and mutual funds.
- Constant monitoring of portfolio performance, holdings and balances.
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Communication with our clients is key to our mutual success. With portfolio management by Sundowner you’ll get:
- At least twice yearly, face-to-face meetings to review objectives, portfolio
performance, holdings, activity and asset allocation.
- Written quarterly reports.
- Ongoing communication via phone
- Reports provided to estate planning attorneys, accountants and others upon our client’s request.
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Sundowner Capital Management LLC is a registered investment advisor in Oregon and Washington. Sundowner may only
transact business in these states in which it is state registered or qualifies for an exemption or exclusion from state registration.