Sherman Portfolios

About Sherman Portfolios

Sherman Portfolios is an SEC registered investment advisor (RIA) dedicated to providing tailored investment solutions for our clients. We proudly advise over $1.5 billion in assets (as of October 17, 2024), including $433 million in assets under management (AUM) and $1.16 billion in assets under advisement (AUA). Our expertise lies in developing and implementing sophisticated investment strategies designed to optimize returns while minimizing risks. At Sherman Portfolios, we leverage patented research methodologies and six proprietary indicators that monitor short-, medium-, long-, and seasonal-term timeframes. These indicators are essential tools that help us identify market shifts and signal optimal exit points, thereby enhancing the potential for favorable returns. Our indicators are specifically designed to remove emotional bias from trading decisions, ensuring a disciplined and objective approach to investment management. Our algorithmic indicators generate real-time signal notifications whenever there is a notable change in market momentum. This capability allows us to act swiftly and decisively, protecting our clients’ investments and capitalizing on emerging opportunities. By focusing on exit strategies, we aim to mitigate risks associated with market volatility, providing our clients with a more stable and predictable investment experience. Disclosures: Registration with the SEC does not imply a certain level of skill or expertise. Patented means some form of government protected intellectual property. The fact that our models are patented does not guarantee positive performance. All investments carry risk of loss. Algorithms carry risk of loss in that they may not be established properly or updated with current information. Also, algorithms cannot predict future performance.

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