Bryn Mawr, PA Office

Sunpointe provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, and also serves retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, written financial planning engagements, retirement plan advisory, and family‑office services such as philanthropy, family governance, bill pay and consolidated performance reporting.

The firm’s investment approach is long‑term and driven by four stated tenets: managing investor behavior, using history as context without letting it dictate decisions, blending active and passive strategies, and seeking a “margin of protection” when assessing valuations. Sunpointe uses fundamental and behavioral analysis, constructs diversified portfolios across public and alternative asset classes (including hedge funds, private equity, MLPs and real estate), and may implement strategies via unaffiliated independent managers when appropriate.

Notable differences from many peers include a roughly $791 million AUM level supported by an 11‑advisor team operating from five or more offices, and a suite of family‑office and direct private investment activities offered on retainer or as part of advisory relationships. The firm also emphasizes consolidated performance reporting for clients and advertises performance results, a practice that is less common among comparable team firms.