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Sumner Financial Advisors understand that different investors have different goals and needs.

Some clients want their assets to grow over time. Some rely on their investments for cash flow. Others don’t want or need exposure to specific industries or companies. Our approach is to create a specific portfolio strategy which incorporates your time horizon, investment objectives and other important factors to help you feel comfortable with the plan for your investments.

Fixed Income Strategy

Achieve long–term Total Return while creating current income.

The average duration of the portfolio will be between 28 years. The portfolio can invest in Corporate Bonds and preferreds, Mortgage Backed Securities, and Treasuries.

Learn About Fixed Income Strategies

Equity Income Strategy

Achieve long term growth by investing primarily in domestic equities.

We believe that dividend income can be an important component of investment returns and as a result we tend to purchase companies which provide reasonable and potentially growing dividends.

Learn About Equity Income Strategies