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Testimonials

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"I provide investment advice to individual investors who have to navigate a default menu of 401(k) mutual funds. Sherman Portfolios helps me identify the correct asset class to own. And the best 401(k) mutual funds in that asset class."

Ric Lager

Lager & Company, Inc.

"Active markets require active management! SPL's expertise in quantitative analysis, market signals and tactical strategies, coupled with their array of TAMP model portfolios, has helped us build trust and confidence with our clients for over 15 years."

Chris Wootton

Wootton Financial Group, Inc.

"I depend on the Sherman Portfolios' research for its timely and insightful analysis, which effectively compliments more traditional, predictive-based research."

Paul De Rosa

De Rosa Asset Management

"I use the Sherman Portfolios for all my research. I have since 2018. Our model performance since our last tweak in mid-2019 has been our best performance ever."

Noel B Swain

ProVest Wealth Advisors