THE SHERRY GROUP, INC.

Overview

The Sherry Group, Inc. operates as an independent registered investment adviser focused on individual and family clients. The firm functions as a capital allocator, combining traditional discretionary portfolio management with fee arrangements that include a percentage of AUM, hourly billing, fixed fees and other structures. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of outside advisers. Investment activity centers on listed equities and exchange-traded instruments, reflecting a clear preference for publicly traded securities. The firm does not position itself as an active ESG investor. As an independent RIA, it deploys both in-house portfolio management and third-party manager selection when implementing alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices