Our Services
Scharf Investments works with individuals, family offices, corporations, endowments and foundations. We aim to create long-term partnerships to help clients like you achieve your financial goals.
Established Investors/High-Net-Worth Families
Upside Potential with Downside Protection. Scharf invests in undervalued securities. Assuming price and value eventually converge, the less you pay in relation to estimated value, the greater the upside and the smaller the downside. This is our time-tested strategy, backed by a nearly 35-year performance record.
Superior Client Service. We partner with you to develop a thorough understanding of your goals and intentions. We take pride in being knowledgeable and responsive when a need arises and in providing you with the best possible service experience.
Lifelong Guidance. In addition to investing, growing and preserving wealth, we help you achieve your financial goals and assist with tax planning, retirement decisions, wealth transfer and legacy wishes.
- Financial Planning: Through diligent goal setting and tracking, we support your lifestyle and retirement objectives.
- Tax Planning: Our proven strategies work to help eliminate, reduce, or defer tax obligations.
- Estate Planning: We assist with management of estate, gift, intergenerational, and philanthropic issues.
LIFELONG GUIDANCE
In addition to investing, growing and preserving wealth, we help you achieve your financial goals and assist with tax planning, retirement decisions, wealth transfer and legacy wishes.
In addition to investing, growing and preserving wealth, we help you achieve your financial goals and assist with tax planning, retirement decisions, wealth transfer and legacy wishes.
AFFORDABLE OPTIONS
From $5,000 and $10,000 Scharf mutual funds minimums for those just starting out to separately managed accounts for accredited investors, we offer a variety of investment options in order to make our strategies accessible to all investors.
From $5,000 and $10,000 Scharf mutual funds minimums for those just starting out to separately managed accounts for accredited investors, we offer a variety of investment options in order to make our strategies accessible to all investors.
Early Stage Investors
Custom Management. Online options can’t provide the level of customization that we can. Scharf’s mutual funds use a time-tested investment strategy, which includes active management, constant oversight and diligent research.
Personalized Guidance. When you want advice, we’ll help with your specific needs, whether that’s advising you on goal setting or helping you find comprehensive financial solutions.
Affordable Options. From $5,000 and $10,000 Scharf mutual funds minimums for those just starting out to separately managed accounts for accredited investors, we offer a variety of investment options in order to make our strategies accessible to all investors.