A complete list of active advisors currently associated with Sherman Asset Management, Inc.

Warmer can help you find a great advisor at Sherman Asset Management, Inc. or one who fits your needs even better.

Sherman Asset Management offers financial planning, discretionary asset management, and consulting to individuals, trusts, and business entities, and evaluates annuities and insurance using an integrated commission‑free marketplace to provide consolidated reporting. The firm also manages an affiliated pooled investment vehicle that it offers to eligible investors subject to suitability and subscription documents. Investment management is driven by asset allocation with tactical shifts based on recent price movements in ETFs and individual stocks, supported by statistical back‑testing and daily monitoring with at least quarterly performance reviews. The adviser exercises discretionary authority over client accounts and discloses that its tactics can involve frequent trading and the potential use of margin, with attendant tax and transaction‑cost risks. Noteworthy differences from many peers include acting as investment manager to an affiliated private fund and receiving fund‑level compensation and performance allocations, which the firm discloses as creating potential conflicts of interest and which may be mitigated by disclosures and allocation policies. On the operational side, the firm requires clients to custody assets at a designated custodian and integrates third‑party insurance reporting through a marketplace, and it describes the ability to enter side‑letter arrangements and other fund governance features for certain investors.

To learn more about the advisors currently working at Sherman Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.