Scharf Investments is a performance-driven investment management firm with a long-term track record of above-average performance with below-average risk.
Founded in 1983, Scharf Investments is a Registered Investment Advisor. We manage portfolios totaling approximately $500 million for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations via separately managed accounts.
Individuals
Scharf Investments has offered individuals and families value-oriented equity and balanced portfolios for their personal, retirement and trust accounts since our inception.
For more information, contact Michael Allard or Loren Kinczel at 831-429-6513.
Institutions
Scharf Investments' long-term portfolio composite performance has attracted endowments, foundations, corporations, family offices and third party advisors from across the country.
For more information, contact Eric Lynch at 831-429-6513.
5 Star-Rated*
* Scharf Investments Equity Overall 5 Star Rating as of December 31, 2008. See the Performance section for more detail.