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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REMOVE THE NOISE. GO INTERSTELLAR.
PUT YOUR tradING & BILLING ON AUTOPILOT.
STARSHIP is the final frontier - engineered for full automation, allowing you to move away from spending your time making trades, to getting new passengers (clients) to join the journey.
Our turnkey asset management program is ideal for financial advisors who have an expanding business and take their fiduciary role seriously. With STARSHIP, your trades are made automatically, so you wonât have to worry about being on a plane or in a client meeting and missing a signal.
It's our mission to create an out-of-this world investment journey for you and your clients and STARSHIP propels your business to go interstellar, where there's no noise.
Schedule a test flight.
SHERMAN PORTFOLIOS OVERSEES ASSETS UNDER MANAGEMENT OF OVER $357M.
As of July 12, 2024.
TOP 10 COMPOSITE MODEL PERFORMANCE
The following is the ranked "top-10" performing models or blends with Assets Under Management.
Results are ranked by Inception-to-date (ITD) returns.
The #1 performing model since inception (2/1/2023).
Here's how it looks from an algorithmically backtested perspective
SPL Harmony 4
$100K investment grows to
$2,916,289
MDD: -16.7%
LXR: 4
ALL YRS
1 YR
3 YRS
5 YRS
10 YRS
15.9%
15.73%
10.09%
11.99%
27.26%
7.68%
16.38%
16.48%
20.2%
14.68%
SPDR S&P 500 ETF Trust (SPY)
SPL HARMONY II MODEL
ANNUALIZED RETURNS
SPDR S&P 500 ETF Trust (SPY)
$100K investment grows to
$551,862
MDD: -59.1%
LXR: 15
The STARSHIP TAMP launched in January of 2023, with real full-month performance results starting in February 2023. Factsheets for all model performance on STARSHIP are available upon request. All performance shown in this document is based on actual client returns and Assets Under Management on STARSHIP TAMP. Annual returns are net of Sherman Portfoliosâ highest management fee and trading costs of 0.80%. Returns reflect since inception (ITD), 1, 5, & 10âyear periods, whichever is greater.
Sherman Portfolios LLC (âSPLâ) is an SEC registered investment advisor who serves as a sub-adviser through its proprietary STARSHIP TAMP Platform (âSTARSHIPâ). Registration with the SEC does not imply a certain level of skill or expertise. SPL offers several proprietary managed strategies through STARSHIP. The returns reflect the results of actual trading in client accounts for the applicable strategy. All returns greater than one year are annualized. The returns reflect the reinvestment of dividends and interest.The performance returns illustrated represent actual client accounts and account for cash inflows and outflows and are net of the highest management fee which is 0.80%, and trading costs. Returns reflect since inception, one, five and tenâyear periods, and are reflected in U.S. dollars and assume that dividends are reinvested.
For comparison purposes the model portfolio is compared against a benchmark in which we believe best represents the portfolio being managed.
Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect their investment of dividends and other income. Discretion to choose a particular benchmark is compared against can make the returns we show you appear to be better than if they were compared to a different and more appropriate benchmark.
While SPL believes our historical returns may be representative of future returns, future returns may be materially different for clients depending on a variety of factors including the prevailing market, economy, tax and political environment, cash flows and the timing of such cash flows,SPLâs expectations, forecasts, and related factors. During the historical period, inflation, interest rates, and equity returns may be materially different relative to SPL âs future expectations of performance.
The strategies employed in managing strategies on STARSHIP may involve technical trading techniques such as trend analysis, relative strength, moving averages, various momentum and related strategies. . Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models utilize mathematical algorithms to attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends and there is no assurance that the mathematical algorithms employed are designed properly, new data is accurately incorporated, or the software can accurately predict future market, industry and sector performance. To the extent a material change in the model portfolio performance strategy occurs please include a summary description of the change and the date such change occurred.
An investorâs personal goals, risk tolerance, income needs, portfolio size, asset allocation and securities preferences, income tax and estate planning strategy should be reviewed before committing to a specific investment program. Please consult with your financial advisor to discuss the appropriateness of any particular strategy prior to investing. All investments involve risk. Principal is subject to loss and actual returns may be negative. Returns are not guaranteed in any way and may vary widely from year to year.
