Before you launch.

Sherman Research serves third party financial organizations such as registered investment advisers, FINRA registered broker-dealers, and platform partners by providing financial data and research to be incorporated into their investment decision-making process. Sherman Research does not manage or advise client assets. The information presented herein is intended solely for financial intermediaries and their registered financial professionals. Unless you are affiliated with a financial intermediary you are hereby directed to consult with an appropriately registered financial professional in connection with viewing any material presented on this website.
 
By clicking 'I AGREE' below, you are confirming that you are associated with a financial intermediary.

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The tool for Financial Advisors designed to eliminate guessing.

Add structure to your investment process with our desktop platform and mobile app designed to equip financial advisors with world-class research, signals on indicator changes, and daily market insights.

You'll get real-time alerts on web and mobile when market conditions meaningfully change, and access to tools for building models with clearly defined exit strategies, helping you stay disciplined during market chaos.

Start managing client assets with confidence.

No CC required. Free for 7 days.
Then, month-to-month subscription. 30-day money back. Cancel anytime.

The tool for Financial Advisors designed to eliminate guessing.

Add structure to your investment process with our desktop platform and mobile app designed to equip financial advisors with world-class research, signals on indicator changes, and daily market insights.

You'll get real-time alerts on web and mobile when market conditions meaningfully change, and access to tools for building models with clearly defined exit strategies, helping you stay disciplined during market chaos.

Start managing client assets with confidence.

Try for free →Watch a 2-min demo ▶︎
No CC required. Free for 7 days.
Then, month-to-month subscription. 30-day money back. Cancel anytime.
AVOID BEAR MARKETS
minimize drawdown
OUTPERFORM BENCHMARKS
You want to know what to trade. And when.‍
That's what we do best.

We believe that trends persist. Our patented methodology is designed to give us an indication of selling as close to the earliest possible indication of a downward trend shift and buy at the earliest possible indication of an upward trend shift. 

In short, we maximize returns by minimizing risk.

All data advertised here is algorithmically backtested from January 1, 2022 to July 31, 2023 using the S&P 500 Total Return Index ETF (SPY) . Factsheets for all model and indicator performance are available upon request. The Sherman Research or User defined model returns presented are those of the model portfolio and reflect back-tested results for each performance period presented. The returns do not reflect the results of the actual trading of any account or group of accounts and are thereby hypothetical in nature. The returns reflect the reinvestment of dividends and interest. The model's returns were created by the application of an algorithm which creates hypothetical trades based upon the output from technical trading algorithms for the performance time periods presented.

AVOID THE BEARS. PROFIT FROM THE BULLS.

We obsessively monitor short, medium, and long-term time frames to deliver 6 unique indicators built on our patented financial research . When there's a shift in market momentum - up or down - we trigger real-time signals so you can make a decision.

"I provide investment advice to individual investors who have to navigate a default menu of 401(k) mutual funds. Sherman Portfolios helps me identify the correct asset class to own. And the best 401(k) mutual funds in that asset class."

Ric Lager

Lager & Company, Inc.

"Active markets require active management! SPL's expertise in quantitative analysis, market signals and tactical strategies, coupled with their array of TAMP model portfolios, has helped us build trust and confidence with our clients for over 15 years."

Chris Wootton

Wootton Financial Group, Inc.

"I depend on the Sherman Portfolios' research for its timely and insightful analysis, which effectively compliments more traditional, predictive-based research."

Paul De Rosa

De Rosa Asset Management

"I use the Sherman Portfolios for all my research. I have since 2018. Our model performance since our last tweak in mid-2019 has been our best performance ever."

Noel B Swain

ProVest Wealth Advisors

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~$2,000,000,000

Client Assets using research

over 250

Clients Supported by research

Sherman Research supports over 250 independent Financial Advisors, RIA firms, and platform partners, including True Freedom Investing LLC, representing nearly $2 billion in client assets that utilize Sherman Research in their investment process, as of January 31, 2026.

Sherman Research does not manage or advise client assets. Assets referenced reflect those of independent firms and platforms that incorporate Sherman Research into their investment decision-making process.
THE COMMAND MODULE
FULL CONTROL. ANYWHERE YOU WANT.



The Command Module enables Financial Advisors to navigate the complexities of financial markets and enhance their practice.

This is more than just a dashboard. This is your central control providing you with access to essential tools, market research, indicators, rankings, and collaborative resources like forums and marketing materials.

WE'VE BEEN DESIGNING EXIT STRATEGIES TO MINIMIZE RISK & MAXIMIZE RETURNS FOR 25 YEARS.

‍Founded in 1999, we are the global leader in providing over 50 Advance and Protect™ tactical asset allocation portfolios, strategies, and patented research. We serve registered investment advisors, broker/dealers, hedge funds, and financial advisors, who then charge additional advisory fees, management fees or performance fees to their clients.

Sherman Research supports over 300 independent Financial Advisors, RIA firms, and platform partners, including True Freedom Investing LLC, representing nearly $2 billion in client assets that utilize Sherman Research in their investment process, as of January 31, 2026. ‍Sherman Research does not manage or advise client assets. Assets referenced reflect those of independent firms and platforms that incorporate Sherman Research into their investment decision-making process.‍

CUSTOM BLENDS

Pick from our model portfolios or build your own blend using our models, your tickers, or a combination of both.

TRADE INSTRUCTIONS

After you've built the your custom blend, the tool provides a pdf downlod with the allocations and percentages for your trade.

BUILD IT YOUR WAY

the portfolio toolkit

Our proprietary, algorithm-driven Portfolio Toolkit is powered by our patented research. With this tool you can build and vectorize your own model blends against selected benchmarks and generate algorithmically backtested hypothetical performance history.

GET THE PORTFOLIO TOOLKIT

CONSTELLATION BUILDER

Constellation Builder allows you to build, edit, and manage reports for custom-listed funds, any time. With access to almost 70-thousand ticker symbols at your fingertips, you’re able to create and generate hundreds of custom constellations. With this online tool, we give you the ability to navigate the universe of held-away accounts and chart your own course. Depending on your client's location and journey toward retirement, you can create the constellation they desire, and build dynamic constellations by applying our patent-pending research, portfolio analysis, and ranking methodology across 60 thousand ETF and mutual funds, 8 thousand stocks, and a thousand indexes, ranked against selected benchmarks.

MANAGE CUSTOM-LISTED FUNDS

Manage your clients’ 401Ks, separately managed accounts, annuities, HSAs, and other custom listed funds.

Market Snapshot

The market snapshot is your Command Module homepage - a quick pulse and birds-eye view at what's happening.

This snapshot gives you the current status of the indicators, tells you which ones may have changed and when they changed last, and gives you a summary of the asset class rankings.

Indicator Report

The more detailed indicator report provides a deeper dive into each of the items in the Market Snapshot.

In this view, we give you ETF examples, Mutual Fund examples, and our top ranked ETFs and Mutual Funds within the summary of the asset class rankings. Additionally, we provide an expanded US style-box report for small, medium, and large cap across ETFs, Mutual Funds, and sectors.

Breakaway Stocks

These are selected using our proprietary Moving Average Distance (MAD) methodology. We track the expanding distance between selected stocks demonstrating a 'breaking away' in performance.

Our MAD method aims to produce a more sound basis for stock picking vs. pure day-to-day price action. We use the Russell 1000 and S&P500 as benchmarks to produce a 'Top 50' from each index.

NOT INCLUDED IN SLS WEEKLY

Mission Newsletter

Each week, we gather the latest news and insights on the market and deliver a curated newsletter, downloadable from the Command Module.

Included is a version for you to use with your clients, as well as a shortened advisor-only version with insights on market trends and indicator changes.

DELTA-V Charts

Included in our charts are US equities, Bonds, International equities,Canadian equities, Real Estate, Resource & Materials, Gold, and Energy.

We generate a time graph for each of these categories, showing how the market has gone through Bull and Bear cycles since 2000 and indicate where our DELTA-V indicator would have signaled a change from Bull to Bear or vice versa.

Global ETF Ranking

We provide daily ETF rankings of the major asset class groups. Additionally, we list what we rank as the"Best 20" and "Worst 20", irrespective of class.

The list ranks each ETF as being in either an uptrend or downtrend, and uses the Russell 3000 index as a benchmark.

try for free
7-days for free. No CC required.

The DELTA-V CALENDAR w/STARPATH model against the S&P 500 ETF trust (SPY)

All data advertised here is algorithmically backtested data from January 3, 2000 to March 15, 2024. The returns displayed are not based on actual client results. 

ANNUALIZED RETURNS

MODEL  / BENCHMARK

ALL YR 

1 YR

3 YRS

5 YRS

10 YRS

DELTA-V CALENDAR w/STARPATH

15.95%

34.8%

18.39%

21.32%

15.08%

SPDR S&P 500 ETF TRUST (SPY)

7.21%

24.98%

9.95%

15.82%

11.88%

*Annual returns are net of Sherman Portfolios’ highest management fee and trading costs of 0.85%. Returns reflect since inception, one, three, five, and ten‐year periods.

MAXIMUM DRAWDOWN
-23.16%
VS.
-55.2%
DELTA-V CALENDAR w/STARPATH
SPDR S&P 500 ETF TRUST (SPY)

FOR INVESTMENT ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

For context, if you used the above model for the timeframe shown with an initial investment of $100K, that investment would have grown to $3,462,815 vs. $530,162 with the selected benchmark.
‍That's a 553.16% difference.

WE HAVE 3 WAYS TO DO BUSINESS TOGETHER

To access our patented market research, model portfolios, real-time indicators, and dynamic portfolio toolkit, we have 3 avenues for business depending on how your firm operates.
‍
1. Daily signals subscription
2. Fully automated trading via our STARSHIP TAMP + daily signals
3. Licensed partnerships through enterprise agreements

learn more
We use a screening philosophy developed by a company called Kingdom Mindset Investing™(KMI).

‍All ETFs and Stocks in our research and models go through a monthly screening process. First, they are run through an initial BRI Institute screening to flag any stock/fund that is triggered by one of KMI's 3 elimination categories: Abortion Manufacturing, Pornography Production, and Gambling.

KMI then manually reviews the initial screening on all flagged items, and applies what they call the Primary Mission screen to validate or override the flag.  Any stock or fund who's primary mission meets one of the 3 elimination categories defined by KMI, will not populate in our research or models.The KMI approach is more than just a screening.

To be KMI Approved, a company is required to show they follow a complete three stage process that includes primary mission screening, active stewardship, and generous giving.
FAQs

Launch Guides

Everything you need to know for liftoff.

Can I share credentials?

No. We have systems in place to limit the ability to share credentials. Additionally, we track logins and those found to be sharing credentials will lose access and removed from the subscription.

Can I cancel my subscription at anytime?

Of course! All plans can be cancelled at any time and will be active until the end of that billing cycle. There are no refunds.

We may also have different options for you before you cancel, like switching to a different, more suitable plan. Reach out to us if you have questions.

Will you renew my subscription automatically?

Yes, your subscription will be automatically renewed according to your pay period.

Is the annual payment option refundable if I cancel?

No. In order to provide you with 2 months of daily signals and research at no charge, we bill for the annual subscription up front with no refunds.

How do I add users to open seats in my subscription?

Once you're logged into your Command Module, you'll see the option from your settings panel to add users to open seats. Fill out their information, and so long as you have open seats in your plan, we'll add them for you!  

You can have up to three (3) unique users on your subscription. If you need more than this, please contact us.

How do I access the 75 models and blends?

We have 30 models available in the Portfolio Toolkit. So long as you have access to the toolkit via your subscription, you have access to these 30 models.

There are an additional 45 model blends and portfolios that are available on STARSHIP, our turnkey asset management program.

What basis point fees are assumed on the factsheets as part of performance?

Net returns are net of the highest management fee of 0.80%. Returns reflect since inception, one, five, and ten‐year periods.

What is the STARSHIP TAMP?

The STARSHIP TAMP is the final frontier - engineered for full automation. STARSHIP allows you to move away from spending your time making trades - to getting new passengers (clients) to join the journey. Our turnkey asset management program is ideal for financial advisors who have an expanding business and take their fiduciary role seriously. With STARSHIP, your trades are made automatically, so you won’t have to worry about being on a plane or in a client meeting and missing a signal. The STARSHIP TAMP propels your business to go interstellar - where there's no noise.

What fees are associated with the STARSHIP TAMP?

Fees vary depending on the model portfolios leveraged as part of STARSHIP. Our management fee on tactical models is 0.80% and for the active and passive models, that fee is 0.35%. To see the most up-to-date fee breakdown, please visit the STARSHIP page.

Is there a minimum dollar investment to join STARSHIP?

Yes, the minimum investment to join is $10,000 USD. To waive the monthly subscription fee, that minimum is $5M in AUM.

Still have questions?

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