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.
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NOVEMBER 5, 2025
The Portfolio Toolkit is built specifically for financial advisors to better manage and create custom portfolios with a tactical investment approach. The industry-leading tool is accessed in a web‑based module within the Sherman Launch System (SLS) that enables advisors to construct, blend, and test portfolios using their own tickers, settings, and risk‑managed exit strategies.
OCTOBER 29, 2025
Sherman Portfolios, LLC (SPL), an SEC-registered investment adviser, today announced the release of the Sherman Launch System (SLS) — a subscription software platform that delivers real-time market signals, daily research, and a growing suite of Financial Advisor workflow tools.