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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We've made it easy for you to get pricing and start your subscription with us with a few clicks. If you've still got some questions on why Sherman Portfolios is the right research firm for your business, let's talk about it.

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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?

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