Brokerage and Custodian Services

In order to meet the brokerage needs of our clients, we have formed a working alliance with an independent and unaffiliated firm, Interactive Brokers, LLC. Interactive Brokers is a leading institutional and discount brokerage firm and is among the leaders in providing brokerage services to registered investment advisors. Interactive Brokers provides our clients with direct access brokerage worldwide at lower trading costs. The custodian, Interactive Brokers, is not affiliated with Sunrise. They are an independent broker, utilized by us, to provide custody of your funds and efficient trade clearing services for your account. You control all funding and withdrawals directly through your account management interface on the Interactive Brokers web site. We direct and execute the investment of your funds consistent with our account agreement.