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Sherman & Armbruster




Sherman & Armbruster primary goal is to provide clients with timely, accurate and relevant financial planning, accounting and tax services that will help lay the foundation for maintaining these values and keep you moving in the right direction towards achieving your goals.

The most common events to occur include Retirement, Education for Children, Stock Option Compensation, and Inheritance.

Their philosophy is rooted in traditional investment theory that begins with gaining an understanding of the client. They must listen closely to the client at their initial meeting to gain an understanding of their needs.  They gain an understanding of the client’s objectives and current financial situation, an Investment Policy Statement is prepared.
 
Their strategy is based upon state of the art investment theory, years of experience in counseling individual investors, and no market timing.  Their strategy typically covers a long time frame, encourages diversification, utilizes an assortment of mutual funds and fixed income products and meshes with your income tax strategy. Their clients also come from professions, including legal, engineering and medical communities, which require industry specific accounting and tax assistance. They assist executors and trustees in fulfilling their fiduciary responsibilities.
 
They keep abreast of the changes in the tax law and will inform you when law changes affect your investment strategy.  It is not mandatory for them to prepare your income tax return but many of their clients choose Sherman and Armbruster to prepare their income tax returns. Each client has his or her own unique asset allocation.  The fixed income allocation may focus on municipal bonds if it is a taxable account. Again, the tax status is important in the investment strategy.  When taxes are of no concern, they will utilize a combination of corporate bonds, high yield bonds, mortgage backed bonds, and possibly government bonds. 
 
The Company mission is to always strive for excellence in providing services to clients, create rewarding career opportunities and maintain sound professional, business and financial standards.

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