About Sherman Research
We serve investors and advisors with deep insights and proven strategies to maximize return by minimizing risk. We are your research engine.
The idea
Decoding the complexity of investing
You wade through more noise than any one person can process. You skim headlines that thrive off of fear and greed. An endless stream of gurus and pundits stare into their crystal ball and promise you the future.
While you try to sort out what’s real or not, you’re panic-selling at the bottom, chasing hype at the top, or freezing entirely because nothing feels trustworthy.
Noise-Cancelling Insights
You don’t need more opinions. And you don’t have to just “buy, hold, and hope.” You need a market-timing strategy that has stood the test of time, and a voice you can trust to help you navigate market changes.
Independent financial advisors, wealth managers, and institutions rely on our research to move billions in assets. It’s your turn.
The team
Our leadership
Adam WeisnerPresident & CEO
Megan BallardHead of Finance
Wesley GantHead of Growth
McClain McKinneyHead of Operations
For 26 years we’ve been building proprietary indicators, tested models, and rules-based systems, so you can enjoy the easy part of wealth building.
For Financial Advisors
Less work. Less risk. All reward.
- Six proprietary market indicators
- Retirement portfolio builder
- Model backtesting
- Breakaway stock signals
Our mission is deeply rooted in faith: to build financial strategies that propel lives for Christ.
For us, this isn’t just about money. It’s about stewardship and love of neighbor.