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

We help financial advisors propel their financial strategies levels by keeping a constant pulse on signals and fact-based research rooted in momentum.

When any of our 6 indicators detect a shift in momentum — in uptrend or downtrend — affecting the trajectory of our models, we trigger real-time signals to help you minimize risk to maximize returns.

By focusing on the 'what is' in the markets and not 'what could be', we're focused on helping financial advisors achieve lift off, with over 50 tactical model portfolios.

It's our mission to create an out-of-this world investment journey for you and your clients.

Meet the team

SPL LEADERSHIP

Adam Weisner
Adam Weisner
CEO

Adam has spent over 15 years in the financial services industry. During that time, he graduated from Pacific Coast Banking School at the University of Washington – Foster Graduate School of Business. Adam raised $4B+ as a former Managing Director at MUFG — one of the world’s leading financial groups with assets over $3 trillion. In his most recent role as President, Adam led his organization to 3X revenue and 4X net income in under five years. Adam joined Sherman Portfolios with the main aim to propel the firm into giving away 51% of net profits to advance the gospel.

Tom Bateman
Tom Bateman
CMO

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.

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. Adam Weisner, Justin Tevis, and Tom Bateman all join under Adam's senior leadership in September.

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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