• 1500 Palma Dr #133, Ventura, CA 93003
  • (805) 655-5062
Portfolio Check-Up Program

If you are not in need of continuous asset management services then the Portfolio Check-Up Program is for you.  You probably see the value in managing your own investment portfolio, but may find even greater value in a periodic review process from an outside consultant.  Sherman Asset Management reviews your investment portfolios to find areas of improvement through:

  • Allocation review
  • Expense review
  • Asset location review
  • Tax efficiency review
  • Special circumstance review

After the review process, Sherman Asset Management provides you a report discussing the areas of improvement, why the improvements are recommended, and how to implement them.

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