About Us

• Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savings. We are committed to helping our clients make smart decisions about their wealth while developing long term investment strategies. We are held together by an investment philosophy based on a basic fact: Markets perform over time. It is a fact that most of the time, those money managers who trade actively in an attempt to "beat" the market, tend to underperform the markets they seek to outperform, and mostly because of transaction costs. Individual investors, as tracked by the independent research company Dalbar, consistently underperform the major stock indexes by a significant degree. Therefore we believe in a structured asset allocation approach, personalized to each person's or family's anticipated cash flows, utilizing a disciplined, consistent strategy. We also strongly advocate the use of an Investment Policy Statement (IPS) to clearly state your purpose for investing, your allocation, your methods, and how these policies are to be carried out. This should be an active document, and revisited on a regular basis.