Foundational    |    Tactical    |    Decisional

TACTICALMANAGERS

Best-in-Class  |  February, 2020

WILLIAMSHERMAN

Bill is a long-time professional money manager who has spent much of his professional life providing investment management services to money management firms, individual investment advisors and brokers across the country. He has directly managed more than $600 million, and advised money management firms of all types and sizes.

A native of St. Louis, MO, Bill graduated from Washington University in 1969 as a mechanical engineer. Bill developed an in-depth expertise in computerized analysis and statistical measurements over the years, and is a recognized expert in several areas of the investment universe.

Name: William Sherman

Company: W.E Sherman & Co. 

Experience: 39 Years (Active)

Strategy: Tactical Long-Short

MICHAELZIMMERMAN

Mike completed the CAN SLIM Master’s Program in 2006 and 2008 and has developed his own unique trading style based on his years of experience. “In Japanese, the word for constant and neverending improvement is kaizen. I’m passionate about the market, and I’m a firm believer in the principle of CANI.”

“With CAN SLIM you can have 10 people equally trained with widely disparate investment results. It’s not just what you know but how you apply it based on your ability to interpret technical chart patterns while staying in sync with the prevailing market trend. Ultimately, CAN SLIM is a trend-following approach that helps you identify the leading groups and leading stocks just as they emerge.”

Name: Michael Zimmerman

Company: CMS Advisors

Experience: 36 Years (Active)

Strategy: CAN / SLIM

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Cali

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

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