Information & Disclosures

This website,, is a professional-level resource for registered financial advisors and other personnel in their firms, and is not intended for use by the general public, nor is any performance-related data on this website disclaimed for general-public use.

Capital Management Services, Inc. and W. E. Sherman and Company, LLC (dba ‘The Sherman Sheet’) are separate entities.  CMS, Inc., through special licensing arrangement with W.E. Sherman and Company, LLC, utilizes The Sherman Sheet’s investment research and resources in the establishment and ongoing management of the CMS, Inc. model portfolios, offered to CMS’s investment-advisor clients as a third-party investment management relationship between CMS and the advisor.

All information herein has been prepared solely for informational purposes and is not an offer to buy or sell, is not a solicitation of an offer to buy or sell, any security or instrument, nor is it an offer to participate in any particular trading strategy. All content on this site Copyright 2018 by Capital Management Services. No content may be copied, reprinted or distributed without permission.

Capital Management Services is a Registered Investment Advisor. Investment Advisor Representatives of Capital Management Services may transact Advisory business in a particular state only if first registered with that state, or if specifically exempted from that state’s Advisor requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting (or attempt to effect) transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Advisor registration requirements, or an applicable exemption.

As with any investment, please bear in mind that past performance is not a guarantee of future performance. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy referenced by CMS, Inc., will perform in accordance with historical levels.

Information contained in this website does not constitute the receipt of personalized investment advice from CMS, Inc., any related entities, or from any other investment professional. To the extent that a visitor to this site has questions regarding the applicability of any of its contents to his or her individual situation, he or she is encouraged to consult with a Registered Investment Advisor Representative of CMS, Inc.