Join Sunpointe Investments

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If you are reading this, you are a special advisor. One with a differentiation – you do something different than the average investment advisor. And you may a feel bit frustrated with where you are now. If so, lets talk about the option of joining a like- minded team that is going to enhance your talents and take you even further.

Why join?

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Advisor Job Description

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Compensation & Benefits

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We Support You

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Sunpointe Overview

Our founding clients include ultra-high net worth entrepreneurs and families, foundations, and higher net worth families.

Individual & Family Services

  • Retirement Planning
  • Tax Planning
  • Education Planning
  • Investment Management
  • Private Investments
  • Bill Pay
  • Behavioral Coaching

Institutional Services

  • Board Approach
  • Non-Discretionary Investment Consulting
  • Financial Education and Stewardship
  • Charitable Giving Plans
  • Collaborating with Outside Investors
  • Portfolio Reporting

Culture & Team

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Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon