Sharp Investments


About Sharp Investments:

Sharp Investments is a fee-based registered investment advisory firm, licensed and bonded, that directly invests in common stock and bonds for long term portfolios. Sharp Investments provides personalized portfolio management for less than the cost of most mutual funds. Sharp Investments creates client returns by minimizing expenses through deep discount brokers and maximizes the odds of outperforming the stock market over long investment periods. IRA's, Roth IRA’s, SEP's, SIMPLEs, 401k's and other retirement and pension plans are our specialty.

Portfolio Managers:

Daniel R. Sharp, owner and chief portfolio manager of Sharp Investments, a Registered Investment Advisor, has been investing in common stock for over 25 years. Dan teaches investment courses in the MBA program at Portland State University and Lewis and Clark College and conducts financial research for Portland State. Dan holds a Ph.D. in Finance, Economics and Statistics from PSU, an M.B.A. in Finance from Seattle University and a B.S. degree in Electrical Engineering from Washington State University.

Robert M. Sharp, senior investment counsel for Sharp Investments, has been investing in common stock for over 50 years. During that time he has more than doubled the rate of return of the stock market in his personal portfolio. Mr. Sharp has given investment seminars and taught investment courses at colleges and universities throughout the Northwest for 15 years. In addition to numerous magazine articles, Mr. Sharp is the author of Calculated Risk - A Master Plan for Common Stock, and The Lore and Legends of Wall Street, both Dow-Jones Irwin publications.

Other Management:

Betsy Sharp, V.P. of Marketing, has over 15 years of marketing and customer service experience. Betsy is in charge of marketing and customer service. Betsy can be reached at info@sharpinvestments.com.

Sharp Investments

503-520-5000