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Sunpointe Investments, Private Investment Office

Overview

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Ad number:#501868972
Contact:Lisa Walker
City:Saint Louis, MO
Zip:63105

Description

As a privately owned and independent global private investment office, Sunpointe delivers expert investment advice to private clients, multi-generational families, foundations and endowments.

 

Sunpointe was founded with one overarching goal: to assemble exceptional research and institutional quality investment talent to provide thoughtful, thematic and transparent advice. We  combine access and top quality resources with independence, flexibility and the professional intensity of a boutique principal investment platform.

 

Sunpointe delivers an exceptional client experience through the team at your meetings, a distinctive research process, and performance driven advice.

 

We provide a total advisory solution that combines investment services with the functions of the family office. We can be a resource in the following ways:

 

  • Family office set up or optimization
  • Strategy and structure analysis
  • Outsourced investment office
  • Service providers optimization
  • Investment due diligence
  • Investment committee support
  • Legacy privates portfolio optimization
  • Strategic advisory
  • Consolidated reporting
  • Special projects and research
  • Balance sheet analysis
  • Cash flow analysis
  • Liquidity analysis
  • Fees analysis

Learn more at http://www.sunpointeinvestments.com

 

#multifamilyoffice #investmentconsulting # privateinvestmentoffice # investmentadvisor  #best #firm #stlouis

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