Sheridan Capital Management

Sheridan Capital Management LLC is an SEC registered investment advisor based in San Francisco serving affluent individuals, families and trusts.

Our Process

We emphasize rigorous research and focus intensely on ongoing investment manager evaluation, selection and monitoring.  Through this process we strive to deliver highly competitive risk adjusted returns for our clients.

Our Promise

We wish to create meaningful long term investing relationships with a select number of families and create sustainable portfolios that will span the lives of our clients and beyond.

Areas of Experience

  • Retirement Planning
  • 401K Rollovers
  • Asset Allocation
  • Portfolio Construction

Contact Us

For more information about the firm or to schedule a consultation click here.