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About Sunpointe Investments
Sunpointe Investments is a St. Louis‑based, SEC‑registered investment advisor established in 2016. It serves as a multi‑family office and investment consulting firm for high‑net‑worth families, endowments, foundations and institutions seeking a blend of institutional‑grade research and boutique service. The firm’s fiduciary commitment centers on tailoring portfolios to each client’s objectives and risk tolerance. Sunpointe’s investment professionals employ a disciplined allocation process that combines traditional and alternative investments, behavioural finance insights and dynamic asset management.
Beyond portfolio management, Sunpointe offers family‑office administration, consolidated reporting, concierge services and comprehensive financial planning. Its advisors strive to build long‑term relationships by emphasizing transparency, education and alignment of interests. Clients benefit from Sunpointe’s independent research, access to niche investment strategies and experience in navigating market volatility. The firm’s mission is to deliver sophisticated investment solutions and personalized guidance that help families and institutions grow and preserve wealth across generations.
Pricing options
Regulatory filings
Areas of specialty
- Investment Consulting
- Family Office Services
- Wealth Management
- Investment Management
- Portfolio Management
- Financial Planning
- Behavioral Finance
- Alternative Investments
More about Sunpointe Investments
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 282505 | 8 |
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