Sunpointe Investments Announces Partnership with Merchant and Expansion of Private Client Wealth Services

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. Read more