Sunpointe Investments

Sunpointe, LLC is a registered investment advisor founded in December 2015 and based in St. Louis, MO. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities. Sunpointe serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning services, family office and consulting services, and retirement plan advisory services. Sunpointe's investment strategies are primarily long-term focused, covering various asset classes such as fixed income, equity securities, hedge funds, real estate, and natural resources. The firm's core tenets include managing behavior to enhance investment results, a blend of active and passive investing, and investing with a "margin of protection." Sunpointe does not charge performance-based fees and does not manage proprietary investment funds. The firm's fee structure includes investment advisory fees based on assets under management, fixed engagement fees for financial planning services, and annual asset-based fees for retirement plan advisory services. Sunpointe does not receive compensation for client referrals and does not accept or maintain custody of client accounts. The firm has a Privacy Policy in place to protect clients' personal information and maintains physical, procedural, and electronic security measures to safeguard data. Clients can contact Sunpointe for a copy of the Privacy Policy and to address any questions or concerns.