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.

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About Us

Methodology

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.

Meet the team

SPL LEADERSHIP

Adam Weisner
Adam Weisner
President & CEO

Adam assumed leadership in September 2023, embarking on a comprehensive rebranding to enhance its market presence. Overseeing $1.1 billion in assets, Sherman Portfolios is recognized for its pioneering tactical model offerings, including more than 50 Advance and Protect™ portfolios, driven by patented research and cutting-edge strategies. SPL is committed to donating 51% of its net income to charities that promote the Gospel, reinforcing its dedication to transformative community impact. Previously, as President of a leading automotive components manufacturer, Adam tripled top-line revenue and quadrupled net income. He established key partnerships with industry giants like John Deere and Winnebago, boosting the company to a 25% net profit margin and elevating its global brand recognition. As Managing Director of a national digital bank, Adam orchestrated the launch of 22 financial centers and two call centers, spearheading client service and sales for an award-winning online fintech brand that achieved $4 billion in deposits in its first year. Before this, he directed retail branch banking across the Los Angeles Metro area, a critical financial hub in the US. Adam and his wife Jennifer founded Kingdom Mindset Investing (KMI) in January 2024, a brand that champions a balanced approach to stewardship and investing aligned with biblical principles.

Tom Bateman
Tom Bateman
Chief Marketing Officer

Tom brings his experience in digital marketing where in his previous organization, grew consumer web revenue by almost 700% in 4 years and saw an impressive 85 million impressions across digital marketing channels in a single year. Tom graduated from Trinity International University with his BA in Philosophy, Summa Cum Laude.

Tony Rolance
Tony Rolance
Director of Research

Graduating from Southern Illinois University in 1993 with a degree in Biology and a strong emphasis in Management Statistics, Tony embarked on a diverse career journey. Initially working as a Margin Clerk at A.G. Edwards, he transitioned into a 25-year career in public safety as a firefighter/paramedic in St. Louis County, where the profession inherently integrates risk management. Throughout his tenure, he applied his financial market interest by serving on the department's Pension Board and acquiring his Series 65 license. In 2013, Tony collaborated with Bill Sherman and operated as an independent contractor on special projects until the acquisition by Pinkerton Retirement Specialists. Holding a Chartered Market Technician (CMT) level 1 certification, Tony actively engages in the market technician community. Currently serving as the Director of Research at SPL, he is dedicated to enhancing existing tools and fostering growth. Celebrating 25 years of marriage to his wife Kathryn, Tony's cherished pastime involves jetboating with his four children whenever possible.

Steve Affleck
Steve Affleck
Director of Product Development

Steve has a long history in the computer industry working on several high-end computer processors for companies that include Hewlett Packard, Intel, and AMD. Now, as Director of Product Design at Sherman Portfolios, he is designing tools to make financial advisors lives easier. When not working at his computer, he enjoys water skiing, mountain biking, and music.

Sam Pinkerton
Sam Pinkerton
VP of Advisor Success

Sam leads with tenacity and curiosity, focusing on training, onboarding, business development, and top-notch service. With a business degree from Liberty University and experience at another successful RIA, he excels in crafting creative solutions for each advisor. In 2023, Sam led the business development to grow Sherman’s Starship TAMP to $100 million in AUM in the first year after launch. Outside of work, Sam enjoys the outdoors, cooking, music, and art, and has released two vocal albums and created artistic glass etchings showcased in the Idaho Wildlife Museum and custom homes. Guided by values of transparency, curiosity, and tenacity, Sam ensures every interaction is rooted in integrity and excellence, making a positive impact in both his professional and personal endeavors.

Our COMPANY mission

We launch financial strategies to propel lives for Christ.

Our company mission is to launch financial strategies that propel lives for Christ. Sherman Portfolios is committed to the Christian faith, and to reflect the generosity of God and an understanding that all things belong to Him, will be donating 51% of net profits to advance the Gospel of Jesus beginning in January 2026, subject to retiring certain financial obligations.

Our history

Where we’ve been and where we’re going

Go back in time and learn how we got where we are, and where we plan to go.

1999

Devised the Calendar Effects (CE) model for an RIA client in St. Louis, strongly influenced by info in the classic "Stock Market Logic", by Norman Fosback.

2003

Introduced the Shermanator indicator along with the Long/Cash and Long/Short models.

2005

Began publication of ranking of asset classes, ETFs, Mutual Funds etc. by proprietary momentum and persistence formulas

2006-07

Introduced the DELTA-V indicator, which was initially limited to 401k clients; expanded to general use in 2007 with the Delta-V Model.

2008

CONSTELLATION BUILDER Reports introduced.

2009

Global ETF Ranking Report introduced.

2010

WEEKLY MISSION NEWSLETTER introduced.

2011

Buy/Replace model introduced (always in market, quarterly reallocation).

2012

GALACTIC SHIELD Indicator and STAR Min/Max model introduced to fill demand for lower-activity model.

2013

Sector ETF model introduced.

2015

Risk-Managed Gold and Risk-Managed Energy models introduced.

2017

Harmony Model introduced.

2018

Breakaway Stock model and the MAD calculation used therein.

2019

STARPATH indicator, Sector Rotation II model, and Optimum Bond model introduced.

2022

SHERMAN SHEET ACQUIRED by Pinkerton Enterprises. The company was renamed Sherman Portfolios.

2023

starship tamp launched by SPL, now a Registered Investment Advisor.

NEW EXECUTIVE TEAM introduced under Adam Weisner's senior leadership in September.

COMPANY REBRAND - new website, logos, and product offering enhancements.

2024

launched new constellation builder for managing SMAs.

launched new portfolio toolkit as a dynamic, fully online tool for building models.

surpassed $1b in aum/aua between the TAMP and advisors using our models/research.

Brand philosophy

Meaning behind everything we do

Scroll down to learn about the heart behind Sherman Portfolios and the meaning and thought behind each piece of our logo.

Three-sided Triangle

This represents the three persons of the Trinity – Father, Son, and Holy Spirit. This is described at Jesus' baptism in Matthew 28:18-20:

"And Jesus came and said to them, 'All authority in heaven and on earth has been given to me. Go therefore and make disciples of all nations, baptizing them in the name of the Father and of the Son and of the Holy Spirit, teaching them to observe all that I have commanded you. And behold, I am with you always, to the end of the age.'"

THE INNER-CIRCLE

This circle represents both Earth, and the rest of the universe, planets, and stars. We read this at the Creation of the World in Genesis 1:1:"In the beginning, God created the heavens and the earth."

THE BOUNDING CIRCLES

The three circles that surround the inner circle (Creation) represent the Triune Godhead. This points to our believe that our lives, efforts, skills, talents, and success is held together by Him. The basis for this is found in Colossians 1:16-17:

“For by Him all things were created, in heaven and on earth, visible and invisible, whether thrones or dominions or rulers or authorities—all things were created through Him and for Him. And He is before all things, and in Him all things hold together.”

THE BREAKTHROUGH

The arrow on the top right of the logo represents reaching “escape velocity”. This is the rate of travel needed to escape earth’s atmosphere into space. Christ is the center of our logo and the center of the Gospel message as seen in Hebrews 1:3:

"He is the radiance of the glory of God and the exact imprint of his nature, and he upholds the universe by the word of his power. After making purification for sins, he sat down at the right hand of the Majesty on high."

THE BREAKTHROUGH: PART ONE

The outer portion of the line represents a rocket breaking out of the atmosphere in the same way that our clients can achieve breakouts with our strategies. The overall shape of the line mimics the stock market graph lines - breakthrough, up, and to the right.

THE BREAKTHROUGH: PART two

The deeper meaning of the line breaking through is representative of Christ. The velocity needed to escape earth's atmosphere is 33 times the speed of sound.

This age (33) of Jesus when he became the final and only sacrifice for the sins of the world. His death, burial, and resurrection is the ultimate breakthrough and his triumph over death has secured salvation for anyone who calls on Him.

"If you confess with your mouth that Jesus is Lord and believe in your heart that God raised him from the dead, you will be saved. For with the heart one believes and is justified, and with the mouth one confesses and is saved. " — Romans 10:9-10

For those of you that want to believe in the death, burial, and resurrection as the gift of grace that saves you from sin, we'd love to pray with you and send you a Bible as you begin your Christian journey.

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

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