• 1500 Palma Dr #133, Ventura, CA 93003
  • (805) 655-5062
About
About

Sherman Asset Management was founded by Roy Sherman in 2014.  Roy uses his background in the fields of psychology, business, and financial planning to assist you in achieving your investment goals and navigating the financial markets.  Prior to starting Sherman Asset Management, Roy cut his teeth in investment management serving as the Chief Investment Officer for Crimson Insurance Services and Topanga Reinsurance, in addition to managing his own portfolio.  He previously spent time in a variety of other pursuits, including moonlighting as a guitarist and card counting in Blackjack. Roy lives with his wife, Sarah, and their cats, Zeppelin and Buddy. Roy and Sarah enjoy running, cooking, and travelling together.  Roy also serves on the board of the Alumni and Friends Association at CSU Channel Islands.

Roy is a CFA® charterholder. A CFA charterholder is an investment management professional who is dedicated to shaping and upholding the highest professional standards, cultivating strong and fair investment markets, and putting investors’ interests first. CFA charterholders must pass 3 examinations, complete 4 years of qualified work experience in investment decision making, and agree to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.  Click here for more information on the CFA designation.

CFA Institute marks used herein are trademarks owned by CFA Institute.