Sunpointe Investments

Sunpointe serves individuals, high net worth clients, trusts, estates, charitable organizations, business entities and family offices. The firm provides discretionary and non‑discretionary portfolio management, financial planning, retirement plan advisory and expanded family office services such as bill pay, family governance, tax and estate coordination, and direct private investment activities.

The firm’s investment approach is long‑term oriented and behaviorally informed, combining active and passive strategies with a focus on managing investor behavior, using history as an input rather than a guide, and maintaining a “margin of protection” when assessing valuations. Portfolios may include broad asset classes and alternatives — including hedge funds, equity long/short, private equity, private debt, MLPs, real estate and options — and Sunpointe monitors medium‑term (3–5 year) asset class valuations while also employing independent managers where appropriate.

Sunpointe’s profile is notable for requiring a minimum relationship size (generally $500,000) and for a substantial advisory/consulting footprint: about $790.7 million in assets under management while reporting approximately $3.96 billion in assets under advisement. The brochure discloses that certain advisory persons also act as registered representatives of APW and as independent insurance professionals (which can create commission conflicts), that the firm may be deemed to have custody of certain client accounts, and that Sunpointe maintains institutional relationships with custodians (Schwab and Pershing) from which it receives certain platform benefits.