The Sherwin Group

Overview

The Sherwin Group is a small, corporation-structured registered investment adviser that operates alongside broker-dealer and insurance relationships. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and maintains broker-dealer representative activity, which supports access to commissionable products such as annuities. The firm is not structured as a capital allocator and is not positioned as an ESG-focused or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices