SUNDIAL MULTI-FAMILY OFFICE

A BOUTIQUE MULTI-FAMILY OFFICE BUILT ON INSTITUTIONAL EXPERTISE

The asset management industry has long been plagued by a one size fits all approach, prioritizing scale over individualized solutions. This cookie cutter approach has led to subpar portfolios.
‍
As an Independent Fiduciary, Sundial manages client wealth in Dynamic All-Weather Portfolios that are constructed to compound gains over a long time without significant capital impairments along the way, through the use of best in class investment strategies.

Our Story

Our Philosophy

INNOVATIVE STRATEGY.
PRIVATE ACCESS. BACKED BY TRUST.

We believe in Alpha Over AUM, seizing high-value strategies often overlooked in the pursuit of scale.

To maximize results, we champion Uncorrelated Revenue Streams, crafting dynamic portfolios resilient against shifting economic tides. Every opportunity we recommend is backed by our own investment, ensuring a shared journey to innovative financial success. Dive in with Sundial, where cutting-edge strategies and genuine trust converge.

Our Vision

INVESTING, EVOLVED.

Don't let your investments be dictated by the old guard. Embrace a brighter, tailored future with Sundial. Investing has evolved, and so have we. Step into the future with Sundial. Shatter conventions and empower your portfolio with next-gen strategies. Together, we're rewriting the narrative of investment excellence.