We are dually registered as an independent, registered investment advisor (RIA) and broker/dealer that has the breadth and depth to provide a myriad of personalized financial services. We provide customized portfolio management and financial planning services to individuals, family offices and corporate clients.
The independent nature of Sheridan Road allows the firm to work with an open architecture of professional money managers, mutual fund families, alternative investment managers, as well as, the entirety of life and health insurance providers to find the best fit for each individual client. We have an experienced team of portfolio management professionals as well as individual private client relationship managers who have on average more than 20 years experience in the industry.
