Oregon City, OR Tidewater Office
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Sherman, Young & Leavitt, LLC
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About
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.
Based on Sherman, Young & Leavitt, LLC
Location
12708 Tidewater
Oregon City OR 97045
Advisors at this office
2
Advisors at this office
Tracy S
Series 65
Oregon City, OR
Sherman, Young & Leavitt, LLC
Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.
Patrick S
Series 65
Oregon City, OR
Sherman, Young & Leavitt, LLC
Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.
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