Before you launch.

Sherman Portfolios (SPL) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. SPL serves third party financial organizations such as registered investment advisers and FINRA registered broker-dealers. The information presented herein is intended solely for financial intermediaries and their registered financial professionals. Unless you are affiliated with a financial intermediary you are hereby directed to consult with an appropriately registered financial professional in connection with viewing any material presented on this website.

By clicking ‘I AGREE’ below, you are confirming that you are associated with a financial intermediary.

EXIT STRATEGIES & MARKET NOTIFICATIONS DESIGNED TO MINIMIZE RISK.

We obsessively monitor short, medium, and long-term time frames to deliver 6 unique exit strategies built on our patented financial research . When there's a shift in market momentum - up or down - we trigger real-time signals so you can make a decision.

AVOID THE BEARS. PROFIT FROM THE BULLS.

Sherman Portfolios, LLC (SPL) oversees model portfolios for financial firms’ client assets over $1 billion. SPL was founded in 1999, and is the global leader in providing over 50 Advance and Protect™ tactical asset allocation portfolios, strategies, and patented research. We serve registered investment advisors, broker/dealers, hedge funds, and financial advisors, who then charge additional advisory fees, management fees or performance fees to their clients.

"I provide investment advice to individual investors who have to navigate a default menu of 401(k) mutual funds. Sherman Portfolios helps me identify the correct asset class to own. And the best 401(k) mutual funds in that asset class."

Ric Lager

Lager & Company, Inc.

"Active markets require active management! SPL's expertise in quantitative analysis, market signals and tactical strategies, coupled with their array of TAMP model portfolios, has helped us build trust and confidence with our clients for over 15 years."

Chris Wootton

Wootton Financial Group, Inc.

"I depend on the Sherman Portfoloios' research for its timely and insightful analysis, which effectively compliment more traditional, predictive-based resarch."

Paul De Rosa

De Rosa Asset Management

"I use the Sherman Portfolios for all my research. I have since 2018. Our model performance since our last tweak in mid-2019 has been our best performance ever."

Noel B Swain

ProVest Wealth Advisors

The DELTA-V CALENDAR w/STARPATH model against the S&P 500 ETF trust (SPY)

All data advertised here is algorithmically backtested data from January 3, 2000 to March 15, 2024. The returns displayed are not based on actual client results. 

ANNUALIZED RETURNS

MODEL  / BENCHMARK

ALL YR 

1 YR

3 YRS

5 YRS

10 YRS

DELTA-V CALENDAR w/STARPATH

15.95%

34.8%

18.39%

21.32%

15.08%

SPDR S&P 500 ETF TRUST (SPY)

7.21%

24.98%

9.95%

15.82%

11.88%

*Annual returns are net of Sherman Portfolios’ highest management fee and trading costs of 0.85%. Returns reflect since inception, one, three, five, and ten‐year periods.

MAXIMUM DRAWDOWN
-23.16%
VS.
-55.2%
DELTA-V CALENDAR w/STARPATH
SPDR S&P 500 ETF TRUST (SPY)

FOR INVESTMENT ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

For context, if you used the above model for the timeframe shown with an initial investment of $100K, that investment would have grown to $3,462,815 vs. $530,162 with the selected benchmark.
That's a 553.16% difference.

WE'VE BEEN DESIGNING EXIT STRATEGIES TO MINIMIZE RISK & MAXIMIZE RETURNS FOR 25 YEARS.

Our research and exit strategies bolster over 50 tactical asset allocation portfolios, making us a global leader in advance and protect™ strategies. Here's one of our models: DELTA-V+CALENDAR w/STARPATH.
This model portfolio uses 3 separate exit strategies to monitor short term, long term, and the calendar effects on market performance in the US.
This is how our model looks with over 23-years of hypothetical backtresting as compared to the S&P 500 ETF trust (SPY).

HYPOTHETICAL GROWTH OF INITIAL $100K INVESTMENT.

• DELTA-V+CALENDAR w/STARPATH • S&P 500 ETF TRUST (SPY)

HYPOTHETICAL PERFORMANCE

MODEL  / BENCHMARK

INCEPTION 

1 YR

3 YRS

5 YRS

10 YRS

DELTA-V CALENDAR w/STARPATH

16.52%

34.39%

19.36%

23.33%

16.85%

SPDR S&P 500 ETF TRUST (SPY)

8.13%

28.78%

10.22%

15.00%

12.90%

DIFFERENCE

+8.39%

+5.61%

+9.14%

+8.33%

+3.95%

MAXIMUM DRAWDOWN
-20.09%
VS.
-55.2%
DELTA-V CALENDAR w/STARPATH
SPDR S&P 500 ETF TRUST (SPY)

All data advertised here is algorithmically backtested data from January 1, 2001 to May 22, 2024. The returns displayed are not based on actual client results. 

*Annual returns are net of Sherman Portfolios’ highest management fee and trading costs of 0.85%. Returns reflect since inception, one, three, five, and ten‐year periods.

The SPL or User defined model returns presented are those of the model portfolio and reflect back-tested results for each performance period presented. The returns do not reflect the results of the actual trading of any account or group of accounts and are thereby hypothetical in nature. All returns greater than one year are annualized. The returns reflect the reinvestment of dividends and interest. The model's returns were created by the application of an algorithm which creates hypothetical trades based upon the output from technical trading algorithms for the performance time periods presented.

SPL OVERSEES ASSETS TOTALING

Over $1.16 Billion

as of June 17, 2024 between AUM & AUA, including:

$330M

Assets Under Management

$830M

Assets Under Advisement

WE HAVE 3 WAYS TO DO BUSINESS TOGETHER

To access our patented market research, model portfolios, real-time indicators, and dynamic portfolio toolkit, we have 3 avenues for business depending on how your firm operates.

1. Daily and weekly subscriptions
2. Fully automated trading via our STARSHIP TAMP + daily signals
3. Licensed partnerships through enterprise agreements

WE BUILD INVESTMENT STRATEGIES
WITH PROPULSION IN MIND.

START MINIMIZING RISK TO MAXIMIZE RETURNS

CONTROL FROM ANYWHERE

THE COMMAND MODULE

Meet the Command Module, from Sherman Portfolios, where subscribers can access patented research and indicator reports with real-time market signals, from anywhere in the world.

From the Command Module, you can access all of our patented research, build custom blends in the Portfolio Toolkit, and manage your client’s SMAs with Constellation Builder.

CUSTOM BLENDS

Pick from our model portfolios or build your own blend using our models, your tickers, or a combination of both.

TRADE INSTRUCTIONS

After you've built the your custom blend, the tool provides a pdf downlod with the allocations and percentages for your trade.

INCLUDED IN THE DAILY SUBSCRIPTION (SLS 1.0+)

the portfolio toolkit

Our proprietary, algorithm-driven Portfolio Toolkit is powered by our patented research. With this tool you can build and vectorize your own model blends against selected benchmarks and generate algorithmically backtested hypothetical performance history.

GET THE PORTFOLIO TOOLKIT
INCLUDED IN THE DAILY SUBSCRIPTION (SLS 1.0+)

CONSTELLATION BUILDER

Constellation Builder allows you to build, edit, and manage reports for custom-listed funds, any time. With access to almost 70-thousand ticker symbols at your fingertips, you’re able to create and generate hundreds of custom constellations. With this online tool, we give you the ability to navigate the universe of held-away accounts and chart your own course. Depending on your client's location and journey toward retirement, you can create the constellation they desire, and build dynamic constellations by applying our patent-pending research, portfolio analysis, and ranking methodology across 60 thousand ETF and mutual funds, 8 thousand stocks, and a thousand indexes, ranked against selected benchmarks.

MANAGE CUSTOM-LISTED FUNDS

Manage your clients’ 401Ks, separately managed accounts, annuities, HSAs, and other custom listed funds.

Market Snapshot

The market snapshot is your Command Module homepage - a quick pulse and birds-eye view at what's happening.

This snapshot gives you the current status of the indicators, tells you which ones may have changed and when they changed last, and gives you a summary of the asset class rankings.

Indicator Report

The more detailed indicator report provides a deeper dive into each of the items in the Market Snapshot.

In this view, we give you ETF examples, Mutual Fund examples, and our top ranked ETFs and Mutual Funds within the summary of the asset class rankings. Additionally, we provide an expanded US style-box report for small, medium, and large cap across ETFs, Mutual Funds, and sectors.

Breakaway Stocks

These are selected using our proprietary Moving Average Distance (MAD) methodology. We track the expanding distance between selected stocks demonstrating a 'breaking away' in performance.

Our MAD method aims to produce a more sound basis for stock picking vs. pure day-to-day price action. We use the Russell 1000 and S&P500 as benchmarks to produce a 'Top 50' from each index.

NOT INCLUDED IN SLS WEEKLY

Mission Newsletter

Each week, we gather the latest news and insights on the market and deliver a curated newsletter, downloadable from the Command Module.

Included is a version for you to use with your clients, as well as a shortened advisor-only version with insights on market trends and indicator changes.

DELTA-V Charts

Included in our charts are US equities, Bonds, International equities,Canadian equities, Real Estate, Resource & Materials, Gold, and Energy.

We generate a time graph for each of these categories, showing how the market has gone through Bull and Bear cycles since 2000 and indicate where our DELTA-V indicator would have signaled a change from Bull to Bear or vice versa.

Global ETF Ranking

We provide daily ETF rankings of the major asset class groups. Additionally, we list what we rank as the"Best 20" and "Worst 20", irrespective of class.

The list ranks each ETF as being in either an uptrend or downtrend, and uses the Russell 3000 index as a benchmark.

Sherman Launch System (SLS)

Which plan is right for you?

Let's make sure you're fuled for the right mission...

Pre-flight
Systems Check
Startup
Liftoff
pick payment recurrence
Monthly
Annually
Save with an annual plan
minimize the losses of bears and enjoy the run of the bull. 
SLS 1.0 is designed as a supplement to your existing investment plan.
We give you the exit strategies to add to your portfolios so you know when to be in or out.
SLS 1.0

For up to 3 users

$495/mo
$412.50/mo

2 months free when paid annually at $4,950

Daily Updates & Real-Time Signals
Access to 3 Exit Strategies + Calendar Effects
Online Portfolio Toolkit
DELTA-V Indicator Charts
Weekly Mission Newsletter
Asset Class Ranking Report
pick payment recurrence
Monthly
Annually
Save with an annual plan
SLS Portfolio Manager

For up to 3 users

$695/mo
$579.17/mo

2 months free when paid annually at $6,950

EVERYTHING IN SLS 1.0, PLUS
Expanded Portfolio Toolkit Access
Additional Exit Strategies
Additional Model Portfolios
Global ETF Ranking Report
Constellation Builder
Breakaway Stock Lists
pick payment recurrence
Monthly
Annually
Save with an annual plan
SLS Enterprise

For expanded access

pricing varies
pricing vaires
Call for pricing

For 10+ users, contact us

STARSHIP TAMP

For automated trading, check out our STARSHIP TAMP tool.


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We use a screening philosophy developed by a company called Kingdom Mindset Investing™(KMI).

All ETFs and Stocks in our research and models go through a monthly screening process. First, they are run through an initial BRI Institute screening to flag any stock/fund that is triggered by one of KMI's 3 elimination categories: Abortion Manufacturing, Pornography Production, and Gambling.

KMI then manually reviews the initial screening on all flagged items, and applies what they call the Primary Mission screen to validate or override the flag.  Any stock or fund who's primary mission meets one of the 3 elimination categories defined by KMI, will not populate in our research or models.The KMI approach is more than just a screening.

To be KMI Approved, a company is required to show they follow a complete three stage process that includes primary mission screening, active stewardship, and generous giving.
Licensing

ENTERPRISE AGREEMENTS ENGINEERED FOR YOUR BUSINESS

In addition to our STARSHIP TAMP and tactical research subscription, we work with some of the largest financial institutions in the world to offer enterprise agreements with customized solutions for their business.

If you're interested in getting detailed information on how we work with firms to deliver our tactical research - from model platforms to unbranded reports - please complete this form. We will schedule a time to meet with you to explore options.

Contact us to request licensing

Please use your personal company email address. No general or non-business emails are accepted (i.e. company@, info@ or @gmail, @yahoo etc.)

Thank you! Your submission has been received!
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FAQs

Launch Guides

Everything you need to know for liftoff.

Can I share credentials?

No. We have systems in place to limit the ability to share credentials. Additionally, we track logins and those found to be sharing credentials will lose access and removed from the subscription.

Can I cancel my subscription at anytime?

Of course! All plans can be cancelled at any time and will be active until the end of that billing cycle. There are no refunds.

We may also have different options for you before you cancel, like switching to a different, more suitable plan. Reach out to us if you have questions.

Can I change my plan?

Always. Depending on how you use your subscription, you may find that you need to upgrade or downgrade. Let us know what you'd like to do and we can help you make the switch.

Will you renew my subscription automatically?

Yes, your subscription will be automatically renewed according to your pay period.

Is the annual payment option refundable if I cancel?

No. In order to provide you with 2 months of daily signals and research at no charge, we bill for the annual subscription up front with no refunds.

How do I add users to open seats in my subscription?

Once you're logged into your Command Module, you'll see the option from your homepage to add users to open seats. Fill out their information, and so long as you have open seats in your plan, we'll add them for you!  

With SLS 1.0, you can have up to three (3) unique users and with SLS 2.0, you can have up to ten (10). If you need more than this, please contact us.

How do I access the 75 models and blends?

We have 30 models available in the Portfolio Toolkit. So lomg as you have access to the toolkit via your subscription, you have access to these 30 models.

There are an additional 45 model blends and portfolios that are available on STARSHIP, our turnkey asset management program.

What basis point fees are assumed on the factsheets as part of performance?

Net returns are net of the highest management fee of 0.85%. Returns reflect since inception, one, five, and ten‐year periods.

What is the STARSHIP TAMP?

The STARSHIP TAMP is the final frontier - engineered for full automation. STARSHIP allows you to move away from spending your time making trades - to getting new passengers (clients) to join the journey. Our turnkey asset management program is ideal for financial advisors who have an expanding business and take their fiduciary role seriously. With STARSHIP, your trades are made automatically, so you won’t have to worry about being on a plane or in a client meeting and missing a signal. The STARSHIP TAMP propels your business to go interstellar - where there's no noise.

Is there a minimum dollar investment to join STARSHIP?

Yes, the minimum investment to join is $10,000 USD.

What fees are associated with STARSHIP

Fees vary depending on the model portfolios leveraged as part of STARSHIP. Our highest management fee is 0.85%. To see the most up-to-date fee breakdown, please visit the STARSHIP page.

What do BMM and BMC mean?

Some of our models use these acronyms. BMM is short for benchmark maximum drawdown and BMC is short for benchmark CAGR.

Still have questions?

Radio mission control for assistance.

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