Sharper & Granite LLC

Sharper & Granite, LLC is a registered investment adviser based in El Segundo, CA, specializing in Comprehensive Portfolio Management services since 2003. The firm, majority-owned by Chris Casanega, offers individualized investment advice with a minimum account balance of $250,000, which is negotiable. Clients receive asset management services, including portfolio monitoring and rebalancing, with fees based on a tiered percentage of assets under management. The firm does not offer wrap fee programs and manages $318,273,744 on a discretionary basis as of December 31, 2014. Investment strategies focus on top-down asset allocation using low-cost, tax-efficient investment vehicles like ETFs and index mutual funds. Sharper & Granite emphasizes diversification, cost efficiency, and adherence to portfolio theories by Nobel Laureates in economics. Clients have the opportunity to place restrictions on investments within their portfolios. The firm's Code of Ethics ensures compliance with securities laws, maintaining fiduciary duty, and client trust through integrity and competence. Sharper & Granite does not accept commissions on securities sales or offer performance-based fees, catering to individuals, high net worth individuals, trusts, pensions, and profit-sharing plans.