Sunpointe Investments, a leading investment consultant to high net worth families, family offices, and entities, announced that it has established a partnership with Merchant Investment Management, LLC, based in New York City. The partnership will enable Sunpointe to provide a broad array of private wealth management services to its clients. The partnership marks what the firm’s founder, Michael Pompian, calls "a natural evolution of our service delivery" at a time when clients across the wealth spectrum need more holistic advice, and advisors need more and better resources to serve their clients.
The team has a long history, working together as investment consultants first at Hammond Associates and then at Mercer Investment Consulting, prior to starting Sunpointe. Sunpointe’s partners have a shared commitment to transparent, conflict-free investment advice and the desire to address their clients’ entire set of financial needs. These goals have driven the move to partner with Merchant.
"We looked at this partnership through the lens of how we could best serve the increasingly diverse needs of our clients and advisors. Our team is committed to independence and to operating as the best stewards of our clients’ financial lives," explained Pompian, Founder and Chief Investment Officer at Sunpointe.
"We are excited about the possibilities ahead. Our partnership with Sunpointe will enhance the firm's already terrific client service model and make it more accessible to a broader range of clients and advisors," said David Mrazik, Managing Partner at Merchant. "As individual advisors and clients look for trusted advice in an increasingly complicated financial landscape, Sunpointe can support their most complex needs. Sunpointe's behavioral finance and client-first mindset make them an ideal partner."
"At Sunpointe, our goal is to help clients make better decisions and focus on what matters most to them. We believe we can do that most effectively by broadening the services we offer, while maintaining the disciplined, structured approach we offer from our years on the institutional side of the business," said Jack Dwyer, Managing Director and Wealth Advisor at Sunpointe. "At the same time, we want to continue leveraging our thought leadership in behavioral finance to promote better investing outcomes."
Sunpointe’s clients can expect their advisory team to be equipped with more resources and service options such as financial planning and insurance. The firm will continue to serve individuals and families, addressing the financial needs of people at all life stages, as well as consult to private foundations and institutions.
About Sunpointe Investments
Sunpointe Investments is an independent, SEC registered investment advisor committed to building lifelong partnerships with individuals, families, and foundations. Through a team of experts, the firm provides integrated wealth management as well as retirement, insurance, tax, business, and estate planning. Headquartered in St. Louis, the firm was founded in 2016. For more about Sunpointe, please visit sunpointeinvestments.com
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For additional information, please visit: www.merchantim.com.