Sharp Investments is an independent, fee-based Registered Investment Advisory firm, providing personalized portfolio management to individuals and small businesses through direct investment in common stock and bonds. We specialize in retirement accounts including:
Sharp Investments also manages many other long term portfolios. Our philosophy is to use aggressive value investing in common stock to create wealth and conservative value investing to preserve wealth. Sharp Investments enhances client returns by minimizing expenses through deep discount brokers and maximizing the odds of outperforming the stock market over long investment periods. For further information on how we work with our clients, please see our prospectus.
Established in 1995 in Portland, Oregon, Sharp Investments now has clients in ten states and three foreign countries, and is licensed and bonded. Our goal upon founding the firm was to treat clients' money as if it were our own. Our portfolio managers are cautious when warranted and aggressive when warranted, in spite of conventional wisdom. We also minimize expenses whenever possible, and the principals of the firm have all of their long term investing assets in the same securities owned by clients. We make money when you make money!
We publish "Sharp Investing", a quarterly educational newsletter written by our chief portfolio manager, Daniel Sharp. Previous issues are available on the Company Information page. Other articles on various subjects, such as "Investing for Your Retirement", are also available there, as well as our Company Prospectus, and other forms and literature.
Sharp Investment portfolio managers also regularly give presentations and seminars on a variety of investment topics. Also, check out What's New for Market Update and Forecast, hotlinks, and excerpts from the most recent newsletter.
The Sharp Investments web site is maintained by
Bill D. Johnson - Contemporary Business Web Services