Asset Management

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

Asset Management

With our in-house 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.

Comprehensive

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

Disciplined

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

Balanced

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.

Independent

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

Personalized

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.

Strategic

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 the promise 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.

Protecting Life Well-Lived

with CLARITY | CONFIDENCE | COMMITMENT