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TRADITIONAL INVESTMENT DISCIPLINE

FOR

DIGITAL ASSETS

TB Sunridge Advisors is an independent, Registered Investment Advisor headquartered in Texas.

WHAT WE DO

 

Registered Investment Advisor for Digital Assets

As an early adopter in digital assets and a registered investment advisor (CRD 295507), we believe we are one of the first to provide access to strategies in the digital market via this regulatory framework, offering access for our clients to potential growth superior to traditional benchmarks.

 

Traditional Wealth Management

TB Sunridge Advisors partners combine in aggregate over 45 years of investing and portfolio management experience, to customize traditional benchmark exposure according to our client’s individual goals. We use enhancement and protection strategies around standard instruments to protect wealth through structuring a conservative portfolio.

TBS Advantage Diagram

 

“Traditional Investment Discipline” refers to portfolios built on the strategic allocation of assets such as stocks and bonds as a way of balancing risk. The framework uses a regulated methodology of holding and managing customer assets that are commonly employed for stocks, bonds, and alternative investments.

WHAT WE DO

 

Registered Investment Advisor for Digital Assets

As an early adopter in digital assets and a registered investment advisor, we believe we are one of the first to provide access to strategies in the digital market via this regulatory framework, offering access for our clients’ to potential growth superior to traditional benchmarks.

 

Traditional Wealth Management

TB Sunridge Advisors partners combine in aggregate over 45 years of investing and portfolio management experience, to customize traditional benchmark exposure according to our client’s individual goals. We use enhancement and protection strategies around standard instruments to protect wealth through structuring a conservative portfolio.

  • STRATEGY: TB Sunridge Advisors invests in data-driven opportunities, providing returns that aim to be non-correlated to other asset classes.
  • EXPERIENCE: Our innovative team brings in aggregate over 45 years of investing and portfolio management experience.
  • INFRASTRUCTURE: Institutional middle and back office support provides robust and transparent reporting.
  • DISCIPLINED APPROACH: TB Sunridge Advisor’s strategy employs an established and disciplined process for a consistent approach to returns.
  • PERFORMANCE: We aim to provide conservative benchmark performance with uncorrelated exposure to a growth asset class.

 

“Traditional Investment Discipline” refers to portfolios built on the strategic allocation of assets such as stocks and bonds as a way of balancing risk. The framework uses a regulated methodology of holding and managing customer assets that are commonly employed for stocks, bonds, and alternative investments.

 

DIGITAL ASSET MANAGEMENT

Digital Asset Investment directly through TB Sunridge Advisors

WEALTH MANAGEMENT

TB Sunridge Advisors Manages Traditional and Digital Investments with enhanced benchmark exposure

DIGITAL ASSET MANAGEMENT

Digital Asset Investment directly through TB Sunridge Advisors

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WEALTH MANAGEMENT

TB Sunridge Advisors Manages Traditional and Digital Investments with enhanced benchmark exposure

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ABOUT US

While Digital Asset Management is a new investment class, the team at TB Sunridge Advisors has a long history of institutional investing. TB Sunridge Advisors expertise developed from its principals’ extensive history of portfolio management.

Our internal team of researchers works closely with leading financial economists and practitioners to identify opportunities. Our portfolio managers seek to balance costs against expected returns and diversification.

Matt Tunney

“Change is the only constant in life.”

MATTHEW TUNNEY 

CEO

Matt serves as CEO of TB Sunridge Advisors and integrates Digital Assets into the traditional regulatory landscape to capture potential long term growth for clients. Matt brings 18 years of experience, including managing financial portfolios at JPMorgan and Credit Suisse, as well as at commodities companies where he traded and managed successful teams optimizing physical assets and financial energy products. Matt helped found and currently sits on a non-profit board for digital assets as well as several local charity organizations. Dr Tunney holds a PhD in Theoretical Physics from Cambridge University, UK.

john

“Excellence is in the details.”

JOHN GRAY 

Managing Partner

John Gray is an Advisor at TB Sunridge Advisors.  He has spent the last 30 years trading a variety of financial products.  Originally starting in the grain pits of Chicago with Cargill, after receiving his MBA in Finance, John moved to JPMorgan to trade derivatives. John worked in various Asia, Europe and North America offices to help expand the bank’s presence globally. John is an adjunct professor at the University of Dayton, teaching a course on trading and risk management in the finance department.

 

“Know the user, know the magic,
and connect the two.”

CODY DENTON

MARKETING DIRECTOR

Cody is an industry leader in media and marketing. She has worked with many of the top 100 US corporate advertisers over the past 15 years. Cody has an expert understanding of the US media marketplace and has developed some of the industry’s best practices over the last 15 years. Cody has a BA in Advertising from Michigan State University and is active in several national advertising industry associations.

Victoria

“Growth is never by mere chance,
it is the result of forces working together.

VICTORIA MEYER 

Business Director

Victoria serves as an Advisor at TB Sunridge Advisors. She brings over 20 years of executive leadership experience at Fortune 50 and global companies. Her diverse career path yields unique business insights with end-to-end expertise across the value chain from Manufacturing through Portfolio and Strategy to Commercial Management and New Business Development. Victoria received an MBA from Northwestern University’s Kellogg School of Management and BS Chemical Engineering at Illinois Tech. She lives in Houston and actively volunteers with United Way, Girl Scouts and National Charity League.

PROCESS

PERSONALIZE

TB Sunridge Advisors combines the evolving array of digital and traditional investments to develop and implement a carefully tailored portfolio to target each client’s goals.

  1. Establish a personal strategy, based on growth appetite and downside tolerance.
  2. Recommend appropriate allocation based on objectives. Determine rebalance timing.
  3. Select specific investments to implement with custodians.
  4. Monitor investments through ongoing reports, regular communications, meetings and market information.

OBJECTIVES

The allocation instruments used aim to:

  • Provide a compliant and accessible investment.
  • Track underlying benchmark exposure.
  • Have high liquidity where possible.
  • Diversify to exclude systematic risk.
  • Offer potential structures for enhancing regular benchmarks for protection and return.
  • Fee efficient when suitable.
Allocation Process bowl
Allocation Process graphic
Allocation Process bowl

CONTACT US

TB Sunridge Advisors
2700 Post Oak Blvd, Fl 21
Houston, TX 77056

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CONNECT

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  • One of the utilities of a successful distributed ledger that enables a trustless network is its immutability: once an entry is verified, it cannot be deleted or amended retroactively. Blockchains are one such example that we will focus on. To achieve this key requirement, there are several verification methods available. One is to require there to be a “cost” of adding/modifying information to the ledger. To the extent that the cost of maliciously changing entries is uneconomical, this makes a ledger secure and deters malicious intent and contributions. Typical examples of this method are Proof of Work (POW) and Proof of Stake (POS)…read more

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    June 3, 2019 | TB Sunridge Advisors
  • Ever since globalization accelerated after the second world war, global financial institutions have had an ever-increasing need to transfer monetary instruments and currencies cross borders as seamlessly as possible. The first truly global payment system was set up almost fifty years ago by 239 banks in fifteen countries that established a common standard for messaging between banks, called SWIFT (Society for Worldwide Interbank Financial Telecommunication). This system of communication is still the de facto leader in international financial transactions, with an average of over 34 million messages per day in 2018 covering 11,000 financial institutions and transferring approximately $5 trillion per day…read more

    May 21, 2019 | TB Sunridge Advisors