RM Investment Strategies, LLC
SEC RegisteredRisk Managed Investment Strategies
About the firm
RM Investment Strategies provides access to institutional Risk Managed portfolios and investment research to drive outcomes. Utilizing Sherman Portfolios, LLC proprietary models, the firm leverages a time-tested quantitative approach to help clients stay at the crest of market tides. RM Investment Strategies is built by advisors, for advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Access to institutional risk managed portfolios and investment research, including Bull/Bear Models, Calendar Effects Models, Harmony Models, and STAR Min/Max Models, along with customized back-office support and exclusive access to multiple risk managed portfolios as an elite Sherman Portfolios, LLC member.
Who they serve
Independent Advisors and Advisor representatives.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RM Investment Strategies, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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