A complete list of active advisors currently associated with Sherman, Young & Leavitt, LLC

Warmer can help you find a great advisor at Sherman, Young & Leavitt, LLC or one who fits your needs even better.

Sherman, Young & Leavitt provides discretionary investment supervisory services to individuals, closely held businesses, and trusts, operating on a fee-only basis. The firm generally manages portfolios using mutual funds and exchange-traded funds and does not participate in wrap-fee programs. Clients’ risk preferences and financial positions are evaluated to determine asset mixes, and the firm applies charting alongside fundamental and technical analysis in portfolio construction, with periodic (at least annual) reviews. Custody and execution are conducted through Charles Schwab, which also provides research and an online platform used by the firm. The firm maintains a small advisory team while serving several hundred client relationships, resulting in a relatively high client-to-advisor ratio compared with many peers. Founded in 1998, its principals include a CPA and a part-time attorney (whose legal practice focuses on California employment law); advisors may hold some of the mutual funds, stocks and ETFs they recommend, and the firm does not vote client securities.

To learn more about the advisors currently working at Sherman, Young & Leavitt, LLC, 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.

You can also browse Sherman, Young & Leavitt, LLC's office locations.

Name	Location	Years of experience
Michael Sherman	Oregon City, OR	15
Patrick Sherman	Oregon City, OR	3
Tracy Sherman	Oregon City, OR	0

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