about us

Respecting the Past...
Managing the Present...
Investing for the Future...

Our Goals

To provide clients superior risk adjusted returns over a complete market cycle.
To provide the best customer service possible.
To make each client feel like the only client.

James P. O'Mealia founded Sunnymeath Asset Management on May 1, 1996. The firm was initially founded as a means of investing money for friends and family. Over the years as a result of strong performance and word of mouth, assets grew and additional products were added. In September 2003, Mr. O'Mealia left Fox Asset, where he was Vice CIO, to focus his efforts solely on developing Sunnymeath into a premiere asset manager, whose eclectic value style has long-term investment appeal.

Sunnymeath was initially founded to manage value oriented balanced and equity oriented portfolios for high net worth individuals. In 1998, Sunnymeath began managing a long-biased concentrated value portfolio for taxable and tax exempt individuals and institutions. In 2004, Sunnymeath added an equity-income oriented portfolio to its roster and began offering separately managed accounts for select clients. Finally, in early 2009 Sunnymeath added an income portfolio for high net worth investors.

Sunnymeath has a long history of repeated success because of our disciplined investment process. We do not outsource our due diligence. We focus our efforts on equity and fixed income investing and on identifying superior risk adjusted opportunities.

Sunnymeath believes in complete transparency. Our clients are kept informed of our investment strategies.

Our intimate approach is evident in our company name. Our founder James P. O'Mealia grew up on a horse farm in New Jersey named Sunnymeath which was coined by his father.

"Sunny" was chosen to represent warmth, growth and prosperity.
"Meath" was chosen to honor his family's Irish ancestry--with Meath being a county in Ireland north-west of Dublin.

We strive to build wealth for families and take a multi-generational approach for your family, endowment or institution.

Disclaimer:

1. Sunnymeath Asset Management only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
   
2. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
   
3. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
   
4. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

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