True Freedom Investing, operating as Sherman Portfolios, is an investment advisory firm that primarily provides model portfolios, research, and consulting services to independent financial advisors and firms. The firm offers two main service lines: the STARSHIP Turnkey Asset Management Program, which acts as a sub-advisor to provide unified model portfolios for individual investors through third-party advisors, and the Sherman Launch System, which provides daily trading signals and research subscriptions to investment professionals. True Freedom Investing screens its public securities investments using Christian values and biblically responsible principles. The firm manages billions in discretionary assets, serving as a platform and sub-advisor rather than working directly with retail clients on a standalone financial planning basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Maximum annual fees vary by strategy type: 0.35% for active and passive models, and 0.80% for tactical models. Fees are negotiated pursuant to sub-adviser agreements.