Sher Investment Management LLC

expertise in investment management. With a blend of professionalism and approachability, Phil fosters a client-centric environment for individuals or families, where one or more are aged 45 and above, find direction and access to essential resources for their financial future. Our primary focus at SIM is on individuals/families with investable assets up to $1 million where much of it may be needed to draw upon in retirement years. As a Fiduciary, we place all our clients first in all we do. Our Full Transparency assures you will know all expenses and expectations as we work together with you as a team to plan, grow, and protect your investments. Withdrawals can be set as automatic on a schedule of your choosing or as needed only. For those with under $30,000 in investable assets, we offer a complimentary service aimed at empowering you with the knowledge and strategies to grow your wealth. For clients with $30,000 to $1,000,000 in investable assets, we provide discretionary account management, ensuring clarity and peace of mind. The mission of SIM is to empower our clients to achieve their financial goals. We recognize that risk tolerance varies from individual to individual and evolves over time. Through personalized investment strategies, we align clients' assets with their risk profiles, ensuring a balanced approach to risk and investment management. Our Discretionary Services takes the burden off clients by managing their investments on their behalf. However, we are equally committed to educating our clients about investment principles and decisions. We provide as much training and guidance as desired, fostering collaboration and ensuring that clients are empowered to participate actively in their financial planning process. All our services are conducted remotely, we do not have a physical office to travel to, nor do we visit you in your home. At SIM, we believe in open communication and collaboration with our clients. We always engage in discussions and seek input before making any decisions on behalf of our clients. Transparency, trust, and client satisfaction are at the core of everything we do, ensuring that our clients can confidently navigate their financial future with us by their side. [email protected]
314-283-4049