Sunesis Advisors, LLC

Sunesis Advisors, LLC is a registered investment adviser based in Kansas, established in 2011. The firm primarily operates as a family office, assisting clients with a wide range of financial matters. Sunesis follows fiduciary standards, acting in the best interests of clients, particularly in individual retirement account advice. The firm offers services related to financial planning, estate planning, tax compliance, consolidated reporting, and regulatory reporting. Sunesis provides both non-discretionary and discretionary investment management services. For non-discretionary services, the firm advises on asset allocation, product selection, and portfolio construction without trading discretion. In contrast, discretionary services involve full authority to manage client accounts, including overseeing outside investment managers and implementing trades. Sunesis charges fees based on a retainer model for planning and coordination services and a fixed or asset-based retainer for asset management and reporting. The firm does not charge performance-based fees and serves various client types, requiring a minimum relationship of $5,000,000 for portfolio management services. Sunesis sources outside investment managers to fulfill client asset class needs and employs an overlay management process to manage risk and taxes. The firm does not vote proxies on behalf of clients and does not pay or receive compensation for client referrals. Sunesis does not hold client assets but requires a third-party custodian to do so. The firm accepts discretionary authority to manage client accounts, subject to the client's risk profile and investment objectives.