Sher Investment Management LLC

At Sher Investment Management LLC, (SIM), we pride ourselves on delivering decades of seasoned expertise in investment management. Led by Phil Sher, our firm specializes in guiding clients toward a secure and fulfilling retirement. 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. For those with under $30K in investable assets, we offer a complimentary service aimed at empowering you with the knowledge and strategies to grow your wealth. For clients with $30K 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. 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; fostering collaboration and ensuring that clients are empowered to participate actively in their financial planning process. 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.

所属行业

金融服务

规模

2-10 人

总部

Ballwin，Missouri

类型

个体经营

创立

2017

领域

Financial Planning、Fiduciary、Investment Management、Financial Services、Retirement Planning、Retirement、Account Management、Risk Management、Investments、Budgeting和Risk/Reward Insurance