Sundial Wealth LLC

Sundial Wealth LLC provides discretionary investment management, financial planning, and consulting to individuals, ultra‑high‑net‑worth clients, family offices and related entities, and offers both customized and simplified model portfolios. The firm reports approximately $125.8 million in discretionary assets under management and bills for portfolio management primarily on an asset‑based fee basis.

The firm follows a goals‑based, “all‑weather” investment approach that blends passive and tactical exposures across equities, fixed income, real assets, momentum/trend strategies and tail‑risk/volatility positions, with portfolios governed by a written Investment Policy Statement. Sundial Wealth combines fundamental, technical, quantitative and macro analysis (including back‑testing and use of third‑party signals), rebalances opportunistically, and employs tax‑loss harvesting when appropriate.

Sundial Wealth’s business includes several features that differentiate it from many peers: it acts as a discretionary sub‑manager to a private pooled vehicle (Ambrus Sundial L.P.) and sponsors affiliated private placements, arrangements under which the firm may participate in performance‑based fees and solicit client investment. The firm also discloses the use of derivatives and structured products in managed accounts, offers direct‑indexing and assistance with securities‑backed lines of credit, and is affiliated with an accounting practice that it may recommend to clients.