SHARP INVESTMENTS, LLC
ORLANDO, FLORIDA

Sharp Investments, LLC started out in Portland, Oregon back in 1995 with a clear goal: to help people grow their wealth through smart stock investments while keeping things safe and affordable. By using cost-effective brokers to minimize fees for clients, they always stayed true to conservative value investing principles. As the years went by, Sharp Investments has broadened its footprint, now supporting clients not just locally but across ten states and even three different countries. Now based in Orlando, Florida, their operations are officially recognized under the filing number L13000018675 as a business classified as FLAL. A bit of housekeeping: they incorporated themselves back on February 5, 2013, and after some updating and fine-tuning, the firm was reestablished on December 1, 2015. And to keep everything running smoothly and under the radar in terms of compliance, they put together their latest annual report which got filed on January 10, 2024. What makes this company stand out is how it aligns its investment goals with those of its customers. Led by Manager Heather Sharp, the firm ensures that both they and their clients gain from long-term investments in the same securities, so everyone's interests are always perfectly matched.