Sharpepoint LLC
SharpePoint LLC is a Phoenix, Arizona-based Registered Investment Adviser founded in January 2018 and owned by Robinson Financial Advisors, LLC (owned by Brian Robinson). The firm provides investment advisory and wealth management services to individuals, charitable organizations, and small businesses. Typical offerings include reviewing investment objectives and goals, recommending tailored asset allocation strategies across a range of investment products (such as cash, stocks, mutual funds, bonds, and annuities), and preparing written investment strategies. SharpePoint also offers financial planning consulting, such as risk management, estate planning, and financial decision-making. As of March 2025, the team consists of 5 employees, all acting as investment professionals, and the firm is known for its client-centric, highly personalized approach.
Investment Strategy
SharpePoint delivers investment advisory through both discretionary and non-discretionary managed accounts, developing portfolios tailored to each client's unique financial goals, risk tolerance, and investment constraints. The firm’s approach involves recommending strategic asset and style allocations, providing independent research on investment product options, and optimizing portfolio construction. Clients may place restrictions on asset types or sectors by written request. The SharpePoint team conducts due diligence, maintains regular client consultations, and emphasizes diversified asset allocations that balance growth and risk, leveraging both traditional and alternative investment vehicles where appropriate.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 5.24% | $5.1M | 97,271 | $51.14 | $52.34 | +$297.0K |
N NVDA | NVIDIA CORPORATION | 5.22% | $5.1M | 32,126 | $134.33 | $157.99 | +$1.6M |
T TLT | ISHARES TR | 4.87% | $4.7M | 53,600 | $87.33 | $88.25 | -$465.3K |
R RKLB | ROCKET LAB CORP | 4.79% | $4.7M | 130,175 | $35.77 | $35.77 | +$4.7M |
P PYLD | PIMCO ETF TR | 4.50% | $4.4M | 164,577 | $26.30 | $26.54 | +$2.0M |