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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SLS Subscription

Pricing

Signals and reports with propulsion in mind.

Pick a plan

Get signals and reports for one user, once a week.

Get daily signals and real-time updates for up to 3 users.

Get daily signals and real-time updates for up to 10 users.

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Monthly
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Daily Signals & Market Snapshot

Get notified the day our market indicator signals a change to the models and retrieve trade allocations from your Command Module.

Access to the Portfolio Toolkit

Make use of proprietary, algorithm-driven Portfolio Toolkit powered by our patent-pending research. With this tool you can build and vectorize your own model blends against selected benchmarks and generate up-to-date performance sheets for our model portfolios and custom blends.

Constellation Builder

This tool empowers you to build, edit, and manage your clients’ 401Ks, SMAs, annuities, HSAs, and other custom listed funds. With access to almost70-thousand ticker symbols, you can generate hundreds of constellation reports.

Real-time Breakaway Stock List

Get our top 30 ranking individual stocks from the S&P 500 and Russell 1000 indexes, ranked using our patent-pending methodology.

SLS 1.0

For 1-3 daily users

$495/mo
$412.50/mo

2 months free when paid annually

Daily Signals & Market Snapshot
DELTA-V Indicator Charts
Weekly Mission Newsletter
Global ETF Ranking Report
Access to the Portfolio Toolkit
Constellation Builder
Real-time Breakaway Stock List
Inclusion on the Advisor Map
Pricing

Compare all features

pick payment recurrence
Monthly
Annually
Save with an annual plan
SLS Weekly
$195/month
$195/month

$2,340 paid annually

SLS 1.0+
$495/month
$412.50/month

2 months free when paid annually

ENTERPRISE AGREEMENTS
Starts at 10 bps
Get started
Family offices
Pricing varies
Get started
SIGNALS & MODEL DETAIL
Weekly
Daily
Daily
Daily
MARKET SNAPSHOT
Weekly
Daily
Daily
Daily
DELTA-V INDICATOR CHART
Weekly
Daily
Daily
Daily
BREAKAWAY STOCK LIST
Not Included
Monthly
Monthly
Monthly
MISSION NEWSLETTER
Weekly
Weekly
Weekly
Weekly
GLOBAL ETF RANKING
Weekly
Weekly
Weekly
Weekly
PORTFOLIO TOOLKIT
Not Included
Included
Included
Included
CONSTELLATION BUILDER
Not Included
Included
Included
Included
ONLINE ACCESS TO ALL REPORTS
Included
Included
Included
Included
LICENSED WHITE-LABEL MODELS
Not Included
Not Included
Included
Included
"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

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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.)

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