Sharp Investments
About Sharp Investments:
Sharp Investments is a fee-based registered investment advisory firm, licensed and bonded, that directly
invests in common stock and bonds for long term portfolios. Sharp Investments provides personalized portfolio management
for less than the cost of most mutual funds. Sharp Investments enhances client returns by minimizing expenses through
deep discount brokers and maximizes the odds of outperforming the stock market over long investment periods. IRA's,
Keogh's, SEP's, 401k's and other retirement and pension plans are our specialty.
Portfolio Managers:
Daniel R. Sharp, owner and chief portfolio manager of Sharp Investments, a Registered Investment Advisor,
has been investing in common stock for over 20 years. Dan teaches investment courses in the MBA program at Portland
State University and Lewis and Clark College and conducts financial research for Portland State. Dan holds a Ph.D.
in Finance, Economics and Statistics from PSU, an M.B.A. in Finance from Seattle University and a B.S. degree in
Electrical Engineering from Washington State University.
Robert M. Sharp, senior investment counsel for Sharp Investments, has been investing in common stock for
over 40 years. During that time he has more than doubled the rate of return of the stock market. Mr. Sharp has
given investment seminars and taught investment courses at colleges and universities throughout the Northwest for
15 years. In addition to numerous magazine articles, Mr. Sharp is the author of Calculated Risk - A Master Plan
for Common Stock, and The Lore and Legends of Wall Street, both Dow-Jones Irwin publications.
Other Management:
Betsy Sharp, V.P. of Marketing, has over 15 years of marketing and customer service experience. Betsy is
in charge of marketing and customer service.Betsy can be reached at betsysharp@sharpinvestments.com.
Sharp Investments
OR license A-945
WA license IA-1452
503-520-5000
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