A complete list of active advisors currently associated with SharpePoint, LLC

Warmer can help you find a great advisor at SharpePoint, LLC or one who fits your needs even better.

SharpePoint serves individuals (including high-net-worth clients), charitable organizations, and small businesses with discretionary and non-discretionary investment advisory services, financial planning, and held-away asset management for accounts such as 401(k)s and HSAs. The firm reports $222.8 million in discretionary assets under management and typically requires a $250,000 account minimum, which it may waive in certain cases. The firm tailors portfolios to client objectives using a mix of asset-allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, and it provides ongoing reviews and account rebalancing. SharpePoint also manages a pooled vehicle, the SharpePoint Strategic Opportunities Fund, LP, which pursues long and short equity positions under a “growth at a reasonable price” framework and charges performance-based fees to qualified investors (with qualified-client thresholds disclosed in the brochure). What distinguishes SharpePoint from many peers is its role as a private fund adviser and manager of pooled investment vehicles subject to annual audit and deemed custody, alongside its separately offered held-away management using order-management tools for tax-efficient asset location. The firm also provides public educational seminars at no charge and discloses that its investment advisory representatives are licensed insurance agents, a secondary activity the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at SharpePoint, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.