Sunstate

Sunstate Wealth Management — founded in Miami, backed by Sunstate Bank’s 25-year legacy, built for the modern investor.Sunstate Invest is a platform offering of Sunstate Wealth Management, LLC (“Sunstate”), an investment adviser registered with the U.S. Securities and Exchange Commission. Portfolio management is automated and algorithm-based. Clients do not receive individualized human investment advice unless expressly arranged with a financial adviser. Sunstate provides discretionary and nondiscretionary investment advisory services through diversified portfolios aligned with client objectives, risk tolerance, and investment time horizons.Services are provided pursuant to a written advisory agreement.Information provided is for informational purposes only and does not constitute personalized investment advice.

OPEN YOUR ACCOUNT

Certain model portfolios may be provided by third-party asset managers, including BlackRock®. Sunstate Wealth Management, LLC is the investment adviser responsible for portfolio implementation and client relationships.

INVEST IN YOUR TOMORROW

Turn your goals into achievements

01.

We gather information about your financial situation, investment objectives, and risk tolerance through a series of questions

02.

Based on the information provided, Sunstate Wealth Management, LLC develops an investment recommendation aligned with your stated objectives and risk profile.

03.

If you choose to proceed, an account is opened through a formal onboarding process, including execution of an advisory agreement and required documentation.

04.

Upon account funding and approval, investments are implemented in accordance with the agreed-upon strategy and the terms of your advisory agreement.

05.

Sunstate provides ongoing investment advisory services, including portfolio monitoring and management, in accordance with your advisory agreement.

06.

Sunstate monitors portfolios on an ongoing basis and may make adjustments based on market conditions, investment strategy, and your stated risk tolerance.

Learn how to start investing in the USA

VIDEO – HOW TO OPEN YOUR ACCOUNT

What you get by investing with us

Manage your investments anywhere. Our app and website give you the autonomy to:

Thanks to our technology and automation we efficiently serve market niches.

• Account insured by SIPC up to $500,000
• Custody of your assets maintained in your name at Interactive Brokers*
• 256-bit encryption on our app and website
• Regulated and registered with the U.S. Securities and Exchange Commission (SEC)

*largest electronic trading platform in the USA

Strategic providers

Open your account now and invest in the United States in a few minutes.