We are excited to welcome First Foundation Advisors clients and introduce our new brand, FirstSun Advisors. Over the coming weeks we will begin to integrate our new name on communications, web, and social. For merger updates, please visit SunflowerBank.com/mergerupdates.
Investment Management
Investing with Purpose and Discipline
Investment management is most effective when viewed within the context of your broader financial life. Our investment professionals collaborate with your Wealth Advisor to align portfolio decisions with your retirement goals, estate planning objectives, tax considerations, philanthropic aspirations, and legacy planning needs. This coordinated approach helps ensure your investment strategy supports the outcomes that matter most to you.
Our Investment Philosophy
Our investment philosophy combines disciplined research, thoughtful risk management, and a long-term perspective. Working alongside your Wealth Advisor, we build personalized portfolios designed to support your goals through changing markets and life stages.
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Define Risk Beyond Market Fluctuations
Focus on protecting capital and pursuing consistent, long-term results
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Leverage Market Inefficiencies
Look beyond short-term sentiment to uncover opportunities to purchase undervalued assets and sell overvalued assets
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Apply Disciplined Valuation Principles
Invest with a margin of safety and focusing on the difference between price and value
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Conduct Rigorous Analysis
Make informed decisions, identify opportunities others may overlook, and measure results against third-party standards
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Build Lasting Partnerships
Create enduring relationships through shared values, active listening, and collaboration with clients and institutions
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Uphold Our Fiduciary Responsibility
Act with integrity, accountability, and transparency while embracing collaboration and innovation
Asset Allocation Strategies
All Fixed Income
- Allocation of fixed income and cash with a focus on income.
Emphasis on Income
- Allocation among equities, including private investment funds, fixed income, and cash, with a primary emphasis on income and a secondary emphasis on growth.
Conservative
- Allocation among equities including private investment funds, fixed income, and cash.
Moderate
- Allocation among equities including private investment funds, fixed income, and cash with a primary emphasis on growth and a secondary emphasis on current income.
Emphasis on Growth
- Allocation among equities, fixed income, and cash, with a primary emphasis on equities, including private investment funds.
Appreciation
- Allocation among equities, fixed income, and cash, with the primary emphasis being on equities, and may include private investment funds.
All Equity
- Allocation among equities and cash, with a primary emphasis on equities, including private investment funds.
Our Proprietary Investment Strategies
How investments are allocated among stocks, bonds, and other investments is an important factor in determining long-term returns and the volatility of the portfolio. Below are the investment options available to our clients, based on their unique needs. We use these strategies to ultimately construct portfolios to match the goals of each client. For qualified investors, some of these strategies are available for direct investment.
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Strategic Core
Our disciplined, repeatable investment process seeks to build a core portfolio by finding the best businesses across varied industries at reasonable prices to produce competitive market returns.
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Disciplined Growth
Disciplined Growth Strategy seeks long-term capital appreciation by investing in quality businesses with a demonstrated history and expected continuation of high sustainable returns on equity.
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Dividend Income
The Dividend Income Strategy seeks competitive long-term returns through a diversified portfolio of reasonably valued companies with an emphasis on strong, reliable, and growing cash dividends.
Meet the Team
Investment advisory services are offered through FirstSun Advisors, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.