FAQs

How long has each employee worked in the industry as well as for Sunnymeath?

James P. O'Mealia has 30 years of industry experience and has been with Sunnymeath since inception in 1996.
Jerry A. Grospe has 15 years of industry experience and has been with Sunnymeath for 7 years.
Edward J. King has 35 years of industry experience and has been with Sunnymeath for 5 years.
Stephen J. Smith has 35 years of sales experience and has been with Sunnymeath for 2 years.
Julie A. Crolius has 13 years of industry experience and has been with Sunnymeath for 5 years.

Is Sunnymeath registered with the Securities and Exchange Commission?

Yes. Sunnymeath Asset is a Registered Investment Adviser, under the governance of the SEC, since 2005.

Are Sunnymeath's financials audited? How often? By Whom?

Sunnymeath Asset's financials are audited on an annual basis by Atti & Company (PCAOB member), whose principals include a former partner at PriceWaterhouse Coopers and a Senior Accountant at McGladrey Pullen.

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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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