Financial Planning

Any effective personalized financial strategy necessitates a thorough awareness of the individual's unique circumstances. We build your personalized investment portfolio after thoroughly knowing your investment objectives, risk tolerances, aggregate wealth and income, and current threats to your goals.

Investment Management

Polysharp Investments Limited offers comprehensive solutions across asset classes, standalone equities, fixed income, and balanced strategies. Investment decisions are systematic and based on results from academic and proprietary research. We excel at the most crucial aspect of portfolio management: asset allocation. We are a direct investor in securities, eliminating the intermediary and reducing your cost burden.

Risk Management

The risk of not attaining your financial goals can take various forms and is not confined to the investments handled by Polysharp Investments Limited. We have a wealth of expertise in managing risk for people and organizations. We provide tax-advantaged solutions to decrease market, asset/liability, interest rate, and currency risk.

Total Exposure Management

Many of Polysharp Investments Limited clients have a significant net worth focused on one or more concentrated investments. These exposures include corporate leaders stock and options, historical single-equity investments with a low-cost basis, and interests in private investment partnerships. Polysharp Investments Limited is skilled at assisting clients in developing a tax and risk-aware plan for the concentrated position and a strategy for the balance of the investment portfolio that best complements the concentrated position.

Foundations and Endowments

Polysharp Investments Limited provides services in which we manage the investment program for tax-exempt foundations and endowments, leveraging on the years of expertise of our team members in positions at large and sophisticated institutional plan sponsors.