Creating Wealth Through Value Investing...
Sharp Investments is an independent,
fee-based Registered Investment Advisory firm, regulated by the state of
Oregon, 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 creates 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, an educational quarterly electronic newsletter
(or e-zine) written by our chief portfolio manager, Daniel Sharp.
Archived newsletters 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. We also have a sample of a consolidated Sharp Investments statement, which has the benefit
of showing clients an overview of all their investments on a single page if
they have multiple long-term investment accounts (IRA, Roth, joint, SIMPLE,
Sharp Investments is licensed in Oregon and prior to
conducting business in any other state the firm will ensure that all
licensing requirements or exemptions from licensing are met.