Portfolio Management

OUR APPROACH TO PRIVATE PORTFOLIO MANAGEMENT

OUR STRATEGY AND WHAT WE OFFER

WHY CHOOSE US TO MANAGE YOUR INVESTMENT

CONTACT OUR PORTFOLIO MANAGERS

Your investment portfolio is the heart of your financial plan and future. It’s also as unique as you are. That’s why your portfolio should match the needs of your family, business, and future.

 

Are you looking to increase your wealth? Protect it? Diversify your portfolio or streamline it? Are you a more conservative investor or risk tolerant? Are you more value or growth oriented?

 

A dedicated Sharp Asset Management portfolio manager will sit with you and develop, execute, and monitor an investment portfolio created exclusively for your financial needs.

Our Approach to Private Portfolio Management

Because we are an independent, private Toronto-based portfolio management firm that is 100% owner-operated, our opinions are unbiased and principled.

 

Sharp Asset Management is not affiliated with any financial institution, securities firm, or mutual fund company. Nor do we earn any commissions or fees on investments we choose for our clients.

 

That means our portfolio managers are focused exclusively on helping you achieve your long-term investing goals. This also allows us to respond more quickly to your objectives, circumstances, and investment style.

Our Strategy and What We Offer

As portfolio managers, our advisors believe that a value-driven approach to capital markets achieves reliable, superior-long-term growth. When it comes to making investment decisions for our clients, the portfolio managers at Sharp Asset Management use distinct approaches for both fixed income and equity portfolios.

 

With regards to fixed income assets like bonds, we develop customized portfolios that meet our clients’ needs for income, safety, and liquidity. This includes but is not limited to a broad-based fundamental analysis and in-depth quantitative and technical analysis.

 

With equity markets, we focus on developing portfolios of Canadian large capitalization, blue-chip stocks, with above-average growth potential and below-average valuations. We employ quantitative tools and detailed technical analysis to identify trading ranges and set price targets. This strategy can help insulate a portfolio from local market turbulence and where we are in the broader economic cycle.

Why Choose Us to Manage Your Investment Portfolio?

Lower and More Transparent Fee Structure

Our low overhead and specialized services reduce our cost structure, which we pass onto our clients in competitive fees. Our fees are only 1%. Fees on non-registered accounts are tax deductible.

Opportunity to Consolidate Accounts

All of our Private Client accounts are held at National Bank Independent Network. By consolidating investment accounts, Sharp Asset Management can better manage and track the performance of all your accounts. Clients receive monthly or quarterly statements, trade confirmations, and tax information.

Planning

A dedicated Sharp Asset Management advisor will meet with you and review all aspects of your financial goals. We prepare a plan that fits your needs and values, create a timeline strategy, and monitor your portfolio to ensure you’re still on track with meeting your long-term goals.

Reporting

Sharp Asset Management provides quarterly Investment Reviews that track the performance of your portfolio, portfolio composition, an analysis of economic and capital markets, transactions, and portfolio evaluations.

Have Questions? Contact Our Portfolio Managers in Toronto!

The Toronto-based portfolio managers at Sharp Asset Management aim to be the primary destination for all of your financial needs.

 

All of our portfolio management advisors are chartered financial analysts (CFA), the highest level of achievement in the industry, and have a broad network of qualified, licensed experts and resources.

 

Our extensive personal experience and wealth of resources help us gain insight into the risk and return characteristics of the capital markets. This helps us create a strong, personalized portfolio that matches your goals, investing horizon, tax implication, and risk tolerance.

 

If you would like to build a personalized portfolio or discuss whether your current portfolio is helping you achieve your short-term and long-term goals, contact Sharp Asset Management.