A PERSONALIZED INVESTMENT STRATEGY

At Sherman Werst & Company, we recognize that every client has a unique set of needs and objectives. Knowing that one size does not fit all, we have designed our investment process to provide a custom investment strategy for each individual client. This meticulous approach entails:

Thorough initial assessment
We start by gaining a deep understanding of your financial needs and objectives. We work closely with you to identify your critical goals, available resources, comfort level with risk, personal situation, and other relevant characteristics. This allows us to take a holistic view and address your complete financial situation.

Selection of investments based on extensive research
We leverage multiple sources of investment research, including third-party research firms and an in-house research director at Sherman Werst & Company. We use these analyses to make prudent investment decisions and then develop your portfolio based on strategic asset allocation principles. The result is a custom-tailored portfolio designed to pursue your particular needs and objectives.

Systematic monitoring and adjustments
Our process continues with periodic formal reviews. During this ongoing step, we systematically examine your strategic allocation and then tactically adjust your portfolio based on market conditions or other relevant factors

Ongoing reporting and review meetings
Communication is a critical component of our process. We provide quarterly reports that detail all account assets, the current asset allocation, and historical portfolio performance. We also schedule periodic in-person review meetings to answer any questions that you may have and to incorporate any new life developments in your financial strategy.