Our new Chief Fiduciary Officer is a top-ranked financial advisor who has built an impressive book of business by helping high-net-worth clients. She’s now being featured as the cover story in Success Pitchers Magazine. Read more
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for September 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #peakinflation, #Q2GDP, August #payrolls, higher #bondreturns, receding #gasolineprices, #wageinflation, the #EuropeanEnergyCrisis, lower #personalincome, and resolution of the ongoing #Ukraine war. Download PDF
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for August 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #payrolls, #retailsales, #durablegoods, #peakinflation, #Q2GDP, lower #consumerconfidence, slowing growth of #corporateearnings, and resolution of the Russian/Ukraine war. Download PDF
LA Times C-Suite Magazine Visionary CEOs 2022 Congratulations to Sunstone Trust CEO Daniel Wheeler on being named a Visionary CEO in the LA Times C-Suite magazine! The award recognizes outstanding CEOs for their successes and accomplishments as well as their exemplary leadership qualities within their organizations and communities across California. Daniel is joined by the CEOs of our […]
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for July 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including #peakinflation, #supplychains, ISM manufacturing and services, #Q1GDP, slowing economic growth, #TheFed, #bondyields, and the ongoing Russian invasion of Ukraine. Download PDF
As America commemorates the Declaration of Independence in 1776, we embrace our country’s 246th birthday with parades, barbecues, picnics, pool parties, family reunions, and fireworks. More than that, Sunstone Trust Company celebrates the independent American spirit. We’re proud to help clients set up and manage their trusts for generations to come with unmatched personalized service.
Mike Stone, Sunstone Management’s Chief Investment Officer, is now a Director at Sunstone Management. Mr. Stone has 15 years of experience in the information technology industry and another 16 years in finance. His varied background provides Sunstone with a wide array of knowledge to meeting shareholder needs. He began his career in the U.S. Marine […]
Sunstone Trust Company, a dynamic company focused on protecting the wealth and serving the interests of families and individuals who have immigrated to the United States, is pleased to announce the appointment of expert trust industry executive Anna Fedosova-Caldera as Chief Fiduciary Officer. Fedosova-Caldera, MBA and CTFA, brings to Sunstone Trust more than 20 years of experience as […]
Father’s Day has been traditionally celebrated in America on the third Sunday in June now since 1910 to honor fatherhood and paternal bonds. Dads can be the hardest workers… the best role models… the best Little League and soccer coaches… and always the best spider and bug removers. As you’re celebrated on Father’s Day, have […]
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for June 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including double digit decreased in pending and new home sales, #peakinflation, corporate balance sheets, consumer sentiment, #supplychain, #laborshortages, and the continuing Russian-Ukraine war. Download PDF.
Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
