Sherman Fernandes
Experienced Wealth Manager with a Client-Centric Approach
Sherman Fernandes is the Managing Principal and Investment Officer at SJF Investment
Management, a wealth management firm he founded in 2009 during the Great Recession. With over 25 years of experience in portfolio management and wealth planning, Sherman provides high-net-worth families with personalized advice to help manage their investment interests. His combined experience with Merrill Lynch and Citigroup Global Markets has enabled Sherman to develop personalized, strategic solutions to address the complex needs of businesses and families with substantial wealth.
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Fiduciary Commitment and Wealth Management
Sherman approaches every advisory client with a fiduciary obligation, ensuring that he always acts in their best interests. As a wealth advisor, he is committed to helping clients pursue financial confidence through collective insight, wisdom, transparency, and perspective. A natural problem-solver, Sherman studies the individualized objectives of his clients, designing approaches that address their unique requirements. He strives to create a hands-on, personal approach within his relationships, fostering a boutique-like experience. Sherman works closely with clients' outside advisors, including attorneys and accountants, to focus on their long-term objectives,
implementing an integrated Wealth Management strategy.
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Qualifications and Personal Life
Sherman holds a Bachelor of Science degree in Economics with a minor in Political Science from Bradley University. He also holds the Financial Industry Regulatory Authority (FINRA) security registrations Series 7, 63 (with LPL Financial), and 65 (with Integrated Partners).
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Sherman resides in Rome, Georgia, with his wife, Ghislaine, daughter Giana, and son Liam. In his free time, he enjoys teaching children financial literacy, reading
autobiographies and spy novels, playing chess, cooking, traveling, and driving his classic Mercedes-Benz cars. Sherman and his family are active members of Cornerstone Church in Rome, Georgia.