Our mission is to add measurable value to client accounts over the course of a market cycle.

Overview

Jeffrey R. Scharf began as a private investor. During his years of private practice, he saw that performance did not always match promise in the financial services industry. He founded Scharf Investments in 1983 with the goal of filling this gap.

Scharf Investments is an independent registered investment advisory firm offering low valuation or 'valuation-sensitive' equity portfolios. Our objective is to slightly outperform the relevant benchmark in quarters when the market is rising and lose significantly less than the benchmark when the market is falling.

Scharf Investments offers personalized services which may take the following factors into account for individual clients:

• Asset allocation
• Income tax status and tax management
• Estate, gift, intergenerational and philanthropic issues

We operate on a fee basis, not on commissions. Clients can choose between the industry standard 'percentage of assets fee' or a profit-based performance fee. In each case our clients' goals and ours are the same — to make their assets grow. Clients are advised objectively, without many of the conflicts of interest prevalent in the investment brokerage community.