Investment Management

Sheridan Road has an experienced portfolio management team that provides all of the quantitative and qualitative research behind our money/asset manager selection process. Our services include an assessment of each client’s risk tolerance and recommends appropriate asset categories to be included in a portfolio. We offer and manage our own in-house portfolios based on our internal research, as an additional investment option to our clients. Through ongoing portfolio reviews, Sheridan Road analyzes the expected performance of current investments and the risk being taken to get those returns adhering to the principals of modern portfolio theory recognizing the importance of diversification. Diversification means building a portfolio that includes securities from several different asset classes.


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