Asset Management

Providing long and short-term investment strategies focused on addressing our clients’ financial and life goals.

Asset Management

With our in-house research and asset management, SharpePoint | Portfolios provides long and short-term strategies focused on addressing our clients’ financial and life goals—helping to prepare you for both the best of times and the worst of times.  Our team of local investment professionals uses a disciplined wealth management approach—while seeking to achieve clients’ investment goals and expectations.


We take a comprehensive approach to financial planning, incorporating investments, retirement planning, asset and tax management, insurance and estate planning.


We conduct extensive research, choosing only investments capable of providing long-term liquidity, growth of principal and dampening volatility.


Our underlying objective is to balance growth while managing risks. This approach helps you prepare for both the best of times and the worst of times.


As an Independent Registered Investment Advisor, we have the flexibility to choose our investment management partners ­allowing our advice to be objective and unbiased.


We seek first to understand your financial and life goals and personalize a financial strategy so that returns meet or exceed each client’s needs and goals.


We emphasize active portfolio management, which allows us to make tactical investment decisions that take advantage of opportunities.

To better understand our clients’ situation, we consider their investment needs and goals, objectives, tolerance for risk, time horizon and liquidity needs.

We conduct research and develop our convictions.

Using our investment approach, we:

  1. Seek potential returns and manage potential risks
  2. Consider innovative approaches
  3. Emphasize active management
  4. Select consistent and leading asset managers
  5. Assess their performance
  6. Make tactical investment decisions
  7. Regularly monitor client portfolios for progress toward goals

Clarity …
About how they’re invested and commitment to their established goals

Confidence …

Their investment portfolio matches their investment objectives and risk profile

Commitment …

Knowing investment professionals are engaged in the management of their wealth


We regularly monitor and modify investment portfolios to address market changes and potential opportunities that arise.

Our Investment Philosophy

Our investment philosophy is rooted in principles that keep us focused on what’s most important: helping our clients meet their financial and life goals. As stewards of your financial future, we are bound by our Fiduciary Duty to keep your best interests front and center. We do this by understanding your goals and risk tolerance, customizing a plan to fit your needs, choosing the right investment vehicles through meticulous research, and actively managing your assets to ensure you’re on track to meet those goals.

Enhancing and Protecting Life Well-Lived