Sharp Investments is an investment management company that provides various investment services to clients. As an established player in the industry, it’s important for investors to understand Sharp Investments’ strengths and weaknesses before choosing them as an investment partner. This article will provide an in-depth and unbiased review of Sharp Investments, analyzing their investment strategies, fees, customer service and more. With multiple mentions of ‘Sharp investments’ throughout, this review aims to help investors make an informed decision about whether Sharp Investments is the right fit for their needs.
Sharp Investments’ strengths lie in their long-term focus and customized portfolios
Sharp Investments’ philosophy is centered around customized, long-term investing rather than short-term trades. Their portfolios are tailored to each client’s unique goals, risk tolerance and preferences. This patient, personalized approach allows them to find quality investments that can grow over many years. They use fundamental analysis rather than relying on market timing, avoiding unwise risks. With low turnover, their portfolios are tax efficient. For investors seeking steady, long-term growth, Sharp Investments delivers portfolios molded to your aims.
Sharp Investments charges typical fees but lacks fee-based options
Sharp Investments utilizes a straightforward fee structure, charging management fees ranging from 1% – 1.5% based on assets under management. This is in line with industry averages for actively managed accounts. However, unlike some competitors, they don’t offer fee-based pricing. Fee-based accounts charge a flat quarterly or annual fee rather than basing fees on portfolio size. This predictability appeals to some investors. The lack of fee-based pricing options reduces flexibility. But overall, Sharp Investments’ fee schedule is reasonable and competitive for active portfolio management.
Strong customer service and ample education resources
Sharp Investments receives positive reviews for its customer service. Clients have direct access to their personal advisor with minimal wait times. Emails and calls are answered promptly with thoughtful guidance. For investors who value close communication, Sharp Investments delivers. They also provide a wealth of educational materials explaining investing concepts on their website and via weekly webinars. For hands-on learners, these resources help build investing knowledge over time.
In summary, Sharp Investments is a quality choice for customized, long-term portfolio growth but less ideal for short-term traders. Their fees are average and more pricing options would be welcome. Strong customer service and plentiful education materials are key assets. For investors seeking patient guidance toward steady returns, Sharp Investments is worth considering.