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L.S.
ChFC, RFC
Cleveland, OH
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"We've got hundreds of clients in your Calendar Effects program. To say they are happy is an understatement."
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L.F.
Independent RIA
Seattle, WA
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"Our firm wanted to write to you expressing our happiness in using your reports and research. We feel that you have provided us a total solution on helping manage our client’s money. We can attest to the fact that your research and methodology really works. The Shermanator allowed our clients to miss most of the bear market and even more amazingly got us back for the recent rally up in 2009, this at time when we were very unsure of the future. Your research helps our firm take the guesswork out of when and where to invest so we can spend our time doing things that matter. Our firm is now capturing more assets than ever before from advisors who still are doing the buy and hold thing. Thanks Bill for making us look good."
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B.J.
Financial Advisor
Flint, MI
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"I am excited about using your service. Taking on all these (new to me) mutual fund families and accounts has been a daunting task. I have been overwhelmed by the ordeal and haven't felt I was doing a good job for these clients. Now I feel like you've thrown me a lifeline. Thank you for all your help and kindness."
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B.C.
Financial Advisor
Tampa, FL
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"Bill, as always, your insights are invaluable."
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H.M.
Financial Advisor
Tempe, AZ
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"You are the greatest and my #1 advisor. I can't believe you offer all that for no additional charge!"
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C.B.
Financial Advisor
Colorado Springs, CO
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"I have been very happy with your services and wanted to say thank you for all the work you do...! I have been picking up more than my share of new clients..."
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B.J.
CFP
Baton Rouge, LA
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"The most satisfying part of this job is helping people out. THANK YOU for helping develop/complete my strategy moving forward."
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G.C.
Financial Advisor
Ladue, MO
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"As far as Fund Source, no new additions because I am slowly eliminating that program and using your ideas instead."
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V.F.
Financial Advisor
Sacramento, CA
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"Thanks for the information. Your results really are amazing; not only because of the absolute returns but because clients would have avoided a lot of the emotional trauma of the last ten years. On Friday I made an educational presentation to the investment
committee of a new institutional client which we acquired primarily because a related organization was down 12.5% last year while they were down 30%. I explained to them that, going forward when certain indicators flashed red, we would significantly reduce equity exposure. If the market goes up during that time, the result is a missed opportunity, but there will be other opportunities. If they stay in the market and it goes down, that is a real loss that is forever gone and one that will forever impact all future fund balances. Many thanks for your work and your responsiveness."
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W.L.
Financial Advisor
Atlanta, GA
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"I am impressed with your professionalism, your dedication to the task and your commitment to excellence."
"Your professional market data and personalized service combined with your weekly support on mutual funds ranking and retirement plan ranking...I could not live without it."
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S.I.
Financial Advisor
Richmond Heights, MO
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"For the first time in a long time, I actually had a client call and thank me for his portfolio gains...I'd like to thank you for encouraging me to follow your signals...it feels good to win!"
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B.C.
Financial Advisor
Plantation, FL
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"This is really good."
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M.P.
Independent RIA
Ft. Worth, TX
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"Bill...much appreciate the portfolios you sent me...VERY HELPFUL for what we do in retirement plans...THANKS FOR EVERYTHING!!"
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G.P.
Financial Advisor
Memphis, TN
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"You are doing AWESOME this year Bill...GREAT JOB! All bow to Dr. Sherman! I'll bet tons of people wish they had been more patient and understanding of your model. Again, GREAT JOB Bill."
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K.C.
Financial Advisor
Lincoln, NE
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"...very impressed with the new layout and information. It looks great. You are doing an incredible job at managing and reporting. I am grateful that you are willing to work with me..."
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M.M.
Independent RIA
Clayton, MO
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"We have several meetings lined-up for this month, and I have a seminar starting tonight with 28 people...I can say without a doubt that your investment philosophy is both needed and well-received in the current marketplace."
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D.J.
Financial Advisor
Wildwood, MO
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"...your presentation yesterday was one of the most informative either of us have heard."
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B.A.
Financial Advisor
Grand Rapids, MI
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"I just wanted to send you a quick email thanking you for your investment strategy advice and guidance. I have not been a subscriber for long to your service, but the value you provide to me and my clients is outstanding. With these turbulent equity and bond markets we are facing you have a very difficult job, but the investment strategy has been spot-on. Thank you again for providing such a great service."
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B.A.
M.J.
Financial Advisor
Cincinnati, OH
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"Congrats on your success. You are valuable partner to our firm."
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W.A.
M.J.
Financial Advisor
Chattanooga, TN
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"I really like your service!"
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B.R..
CFPR
Columbs, OH
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"Thanks for the 'continuing ed'. It always helps to get a refresher on the inner workings of the process."
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S.S.
CFP
Richardson, TX
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"Great stuff."
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G.J.
Financial Advisor
St. Louis, MO
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"Thanks, Bill. What an awesome service so far!"
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H.R.
Financial Advisor
Billings, MT
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"Hello Bill. This is very good and very helpful. Thank you!!!!!!!!!!"
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B.P.
Financial Advisor
Seattle, WA
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