Sharper & Granite LLC
Sharper & Granite LLC is an SEC-registered investment adviser headquartered in El Segundo, California. Founded in 2003, the firm employs around 5 professionals and offers investment management and financial planning services to individuals (including high-net-worth), families, business owners, charitable organizations, and pension plans. The firm combines disciplined, evidence-based portfolio management with a focus on clarity and client education, and prides itself on a research-driven and transparent investment process.
Investment Strategy
Sharper & Granite LLC employs a disciplined, diversified, data-driven investment strategy. Their approach centers on constructing customized portfolios using institutional-level analysis, comprehensive risk assessment, and evidence-based asset allocation. The firm is committed to long-term wealth planning, incorporating financial modeling and Monte Carlo simulations to manage risk and map out future income. They also offer options for socially responsible investing and integrate tax and estate planning into client portfolios. The overarching philosophy is to avoid speculative guesses and instead build portfolios based on rigorous research and proven financial principles.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 7.35% | $20.5M | 407,958 | $50.29 | $50.27 | -$361.2K |
V VTI | VANGUARD INDEX FDS | 4.64% | $13.0M | 39,500 | $226.12 | $328.17 | +$2.2M |
X XLI | SELECT SECTOR SPDR TR | 3.62% | $10.1M | 65,513 | $105.45 | $154.23 | -$571.5K |
X XLP | SELECT SECTOR SPDR TR | 3.16% | $8.8M | 112,571 | $74.97 | $78.37 | -$2.3M |
V VOE | VANGUARD INDEX FDS | 2.77% | $7.7M | 44,335 | $141.21 | $174.58 | +$693.1K |