Investments

SunChase is a Single Family Office providing investment management, estate and tax planning. Our deep bench manages a value driven portfolio covering all asset classes. We research, we analyze, and we protect wealth.

Our team consists of two CFA Charterholders, two CPAs and seasoned back office professionals. As a Qualified Institutional Buyer, we have access to some of the industry’s brightest advisors, fund managers and market strategists. We utilize these relationships to complement our in-house strategies.