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, Inc. provides financial planning, discretionary asset management and consulting to individuals, trusts, pension plans and business clients. In addition to typical AUM-based portfolio management, the firm advises on annuities through the SS&C Advent/DPL Marketplace and serves as investment manager to an affiliated private pooled vehicle, Signal 7 Tactical Sentiment Fund LP. The firm uses strategic asset allocation with tactical shifts driven by recent price movements in ETFs and individual equities, relying in part on statistical back‑testing and higher‑frequency trading tactics that can increase transaction activity and short‑term tax consequences. SAM manages most accounts on a discretionary basis, monitors positions regularly, permits clients to impose reasonable investment restrictions, and performs periodic portfolio reviews. SAM is notable among solo independent advisers for operating and sponsoring a private fund through its affiliate Signal 7 Capital Management LLC and for receiving performance‑based allocations for that fund, a structure that creates side‑by‑side management considerations the firm discloses and controls for in its policies. The firm also uses third‑party technology for integrated insurance reporting and maintains a prime brokerage arrangement for the fund, arrangements that are less common for firms of this size.

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.