Our approach to investing
Sherman Portfolios is an SEC registered investment advisor (RIA) dedicated to providing tailored investment solutions for our clients. We proudly advise over $1.16billion in assets (as of June 17, 2024), including $330 million in assets under management (AUM) and $830 million in assets under advisement (AUA). Our expertise lies in developing and implementing sophisticated investment strategies designed to optimize returns while minimizing risks.
We've created 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.