Most investors are not able to realize market returns! Why? Their behavioral biases stand in the way! Michael Pompian has spent nearly twenty years writing and lecturing on the importance of understanding and managing behavior during the investment process. At Sunpointe, we believe that investment success relies on discipline: removing emotion from the investing equation. Discipline involves investing for the long-term instead of trading for the short term. Our job is to help clients identify and manage behavioral biases and by doing so permit long term investment success. Resources on managing behavior and investing can be found here:

Risk Tolerance and Behavioral Finance

Risk Profiling through a Behavioral Finance Lens

A New Paradigm for Behavioral Finance

Using Behavioral Investor Types to Build Better Relationships with your Clients

Incorporating Behavioral Finance into your Practice

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