Sheridan Capital Management LLC is an SEC registered investment advisor based in San Francisco, specializing in serving affluent individuals, families, and trusts. With a focus on rigorous research and ongoing evaluation, selection, and monitoring of investment managers, they strive to deliver highly competitive risk-adjusted returns for their clients.
Committed to creating long-term investing relationships, Sheridan Capital Management LLC aims to build sustainable portfolios that span the lives of their clients and beyond. Their areas of expertise include retirement planning, 401K rollovers, asset allocation, and portfolio construction.
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