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Company Information

Get to know Sunpointe Investments

Sunpointe Investments is an independent wealth management firm based in St. Louis, Missouri. As a fiduciary, the company is legally and ethically bound to act in the best interests of its clients. It offers comprehensive financial planning, investment management, and advisory services tailored to high-net-worth individuals, families, and institutional clients such as endowments and foundations. The firm emphasizes a client-centric approach, focusing on building long-term relationships and providing objective, customized financial strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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Sunpointe Investments

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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TrustFinance

(968 reviews)

Singapore

2020

(5 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.