Sharply AI

Sharpely AI Wealth Advisors LLC provides ongoing discretionary portfolio management and investment advisory services to individual and high‑net‑worth clients, creating an Investment Policy Statement tailored to each client’s goals, time horizon, and risk tolerance. The firm generally limits its recommendations to ETFs, primarily broad‑based U.S. ETFs, and delivers regular portfolio monitoring and custodian reporting consistent with typical independent advisers.

The firm’s investment process is driven by quantitative analysis and encompasses both long‑ and short‑term trading techniques; it may employ short sales and margin transactions and will implement strategies consistent with each client’s documented risk tolerance. Sharpely AI generally requires discretionary trading authority, documents risk tolerances in an IPS, and performs at least annual reviews of client accounts while relying on custodian statements for quarterly reporting.

Noteworthy differences from many peers include offering a performance‑based fee option to qualified clients that uses a high‑water mark and an S&P hurdle, an arrangement that is uncommon among independent advisers. The firm also requires clients to use a specified custodian (Interactive Brokers) and combines ETF‑centric allocations with more active and leveraged techniques, which can produce a distinct risk profile compared with more typical ETF buy‑and‑hold practices.