Investment Service
“A good portfolio is more than a long list of stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies.”
Harry Markowitz
At Sharper Granite, our service focuses on developing deep relationships with our clients. This allows us to align our thinking and actions with your best interests. It enables us to better anticipate and meet your needs today while planning for tomorrow. As investment professionals, we always put you first, helping to simplify the investment process and eliminate natural biases. This enables greater success in reaching your goals with more clarity and less fear. When it comes to investing, we believe in efficient markets, compensation for risk, using low-cost, tax efficient investment vehicles, and intelligent diversification. We provide ongoing investment management services as well as project based financial decision analyses. Contact us at the link below to determine if we can help you navigate your financial path and engineer a more secure future.
Portfolio Construction
and Management
- Qualified retirement plan advising
- Socially responsible investing
- Risk analysis
- Asset location
- Tax loss harvesting/planning
- Low-cost, index-based
- Retirement plan rollovers
- State of the art personal portal
Key Financial Decision
Modeling
- Retirement
- College
- Estate advice
- 401k/403b asset selection
- Investment tax planning
- Customized financial projections