PRIVATE CLIENT SERVICES
CONSOLIDATION OF ACCOUNTS
INSTITUTIONAL CLIENT SERVICES
PRIVATE CLIENT SERVICES
We provide discretionary investment management for Individuals. We design and maintain customized investment portfolios for each client that range from conservative to aggressive, depending on the client’s needs for income, return and risk. For smaller accounts, we emphasize ETF’s (exchange traded funds) and for larger accounts we invest primarily in bonds and common stocks.
Lower and More Transparent Fee Structure
Low overhead and more specialized services reduce our cost structure which is reflected in the competitive fees charged to our clients. Fees range from .6% to 1.1%. Fees on non-registered accounts are tax deductible.
Opportunity to Consolidate Accounts
All our Private Client accounts are held at National Bank Independent Network. Clients receive monthly or quarterly statements, trade confirmations, and tax information. We provide a consolidated listing of all client accounts and coordinate the investment policy for the entire portfolio, emphasizing tax efficiency.
We sit down with our clients and review their savings goals. We prepare a plan to help them reach their goals and monitor it on an ongoing basis.
We provide quarterly 'Investment Reviews' that include the performance of your portfolio, economic comments, capital markets expectations, investment strategy, a listing of investments and transactions.
Our focus is on providing clients with customized investment 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 corporations. Based on the needs of our clients and the market outlook, Sharp Asset Management can provide strategic solutions to fulfill your investment objectives.
Competitive Fee Structure
Fees are negotiable depending on the services required.
Develop/ Maintain Investment Guidelines
Building an Investment Policy Statement is a multifaceted process which includes:
Meeting with the client
Identifying needs and investment objectives
Combining the above to create an Investment Policy Statement from which an Investment Manager Mandate Statement can be created
We believe education is a key cornerstone of understating the investment management process. We will fulfill educational needs through seminars or any other format which the client prefers.
We provide quarterly Investment Snapshots detailing performance, portfolio composition, economic and capital markets analysis, transactions and portfolio evaluations. We are available to meet on a quarterly basis.