Important Fraud Alert: We have received reports from customers of phone, electronic, and mailed communications that falsely represent Sunflower Bank and/or our employees. If you are contacted by someone claiming to be from Sunflower Bank attempting to gain access to account information, password, or other sensitive information, contact us directly through a verified phone number. Remember, we will never ask you to provide your online banking login credentials or account information. Customer Care is available at 888.827.5564 for additional assistance.
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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Apply Disciplined Valuation Principles
Invest with a margin of safety and focusing on the difference between price and value
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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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Uphold Our Fiduciary Responsibility
Act with integrity, accountability, and transparency while embracing collaboration and innovation
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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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Conduct Rigorous Analysis
Make informed decisions, identify opportunities others may overlook, and measure results against third-party standards
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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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.
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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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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.
Meet the Team
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. 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.