• 1500 Palma Dr #133, Ventura, CA 93003
  • (805) 655-5062
Services: Investment Philosophy
Investment Philosophy

Sherman Asset Management was founded by Roy Sherman in 2014. Roy uses his background in the fields of psychology, business, & financial planning to assist his clients in achieving their investment goals and navigating the financial markets. Prior to starting Sherman Asset Management Roy gained his experience serving as the Chief Investment Officer for Crimson Insurance Services & Topanga Reinsurance. Roy is currently 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.

Services
Portfolio Check-Up Program
Not sure if your portfolio is doing the best it can?
Business Owner Tax Reduction
There are special programs in place to help business owners reduce their taxes. Click to find out more!
Portfolio Management
Create more wealth by using vital investment techniques
Behavioral Bias Strategy
Sherman Asset Management uses its proprietary forecasting program for trading Exchange Traded Funds (“ETFs”) and/or individual stocks.