The purpose of The Sherman Sheet is to make your life as a Financial Advisor simpler and more profitable. Our goal is to help you achieve outstanding, market-beating, bear-avoiding performance, and to help you become a more confident, assured and reliable resource to your clients.

INVESTMENT STRATEGIES & MODELS

Sherman Sheet Models

"My take on trends, momentum, relative-strength ‘winners’ … and the probabilities of each.

The math-based methods we employ within our models acknowledge eternal truths about the market  – Truths from which all else descends:

  • Markets tend to trend; 

  • Trends tend to persist; and

  • Within each uptrend, there are asset-classes which will earn their way into our portfolios.

When examining the math for each of these trends, a decision can be made – whether we alter our market exposure or drop an entire asset class and pick up another.  The probabilities derived from the data, over meaningful timeframes tailored to each asset’s relative-strength measurement, tell us which scenario is more ‘probable’.

Our strategies are sophisticated, but not fragile.  As we’ve all seen and heard about in the press over decades, and even experienced personally at times, certain methods collapse unless a specific set of market circumstances converge in a certain way, at certain times. We’re keenly aware of this fragility that can plague a sincere effort to innovate, to enhance … efforts which can sometimes end up grievously ‘breaking’ a perfectly-good existing method – and we stand apart from that crowd.  We’ll always be mindful of that.

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California Office

30700 Russell Ranch Road, Suite 250
Westlake Village, CA 91362

Office: (747) 220-6700

Missouri Office - HQ

410 Sovereign Court, Suite 14
Manchester, MO 63011

Office: (636) 207-5830

CMSIX

Direct Office: (949) 880-9200

NOT AN OFFER TO SELL SECURITIES The material in this Web site does not constitute an offer to sell, nor a solicitation of an offer to buy the securities described herein. Such an offering is made only by means of a prospectus. The prospectus must be read in order to understand fully all the implications and risks of any offering of securities to which it relates. A copy of the prospectus must be made available to you in connection with an offering. Neither the Securities and Exchange Commission, the attorney General of the state of New York nor any other state securities regulator has approved or disapproved of these securities or determined the prospectus is truthful or complete. Any representation to the contrary is a criminal offense. Investing involves a high degree of risk and there is no assurance that investment objectives of these programs will be met. Refer to the prospectus for suitability standards in your state. Please contact your Financial Advisor for more Information.

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