Did you know that your biases can get in the way of your returns?
How you think and feel affects your investment behavior. Investors are often unconsciously influenced by past experiences and personal beliefs, and these behavioral influences or biases can affect the way you perceive risk.
At Sunpointe, we follow a behavioral finance based approach to portfolio allocation by guiding our clients through their individual biases. This is why we listen first and ask questions and only then provide a thoughtful plan, specifically for you.