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Our focus is on providing clients with unique, customized investment and advisory services. Our clients have direct access to the investment professional responsible for managing their portfolios.
We provide discretionary investment management that includes customized portfolios for Financial Institutions specializing in Property and Casualty Insurance. Based on the needs of our clients and the market outlook, Sharp Asset Management provides a balance of stocks, bonds and money market instruments to fulfill investment objectives. We provide quarterly investment reviews detailing performance, transactions, portfolio construction and investment strategy. We are available to meet on a quarterly basis. |
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| We provide advisory services for Financial Institutions seeking our expertise for specialized requirements. |
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Asset/liability management to help manage interest rate exposure |
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Development of structured financial products such as index linked GIC’s for Financial Institutions seeking additional fee income |
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Dedicated portfolios designed to meet the unique needs of clients |
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| Fees are negotiable depending on the services required. |
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