Risk Managed
Investment Strategies

RM Investment Strategies provides access to institutional Risk Managed portfolios and investment research to drive outcomes.

Utilizing Sherman Portfolios, LLC proprietary models, we leverage a time-tested quantitative approach to help clients stay at the crest of market tides.

RM Investment Strategies is built by advisors, for advisors.

Who We Serve

We serve Independent Advisors and Advisor representatives, speaking the language of your business. With no exclusive agreement required, customized back-office support, and exclusive access to multiple risk managed portfolios, we’re built to find customized solutions. Our platform is intentionally designed to help you serve your clients better.

An Elite Sherman Portfolios, LLC Member

RM Investment Strategies is one of a select group of independent advisory firms nationwide with full access to the resources of Sherman Portfolios, LLC—one of the largest investment consulting and research firms in the US. As an elite member, our advisors and their clients benefit from specialized offerings including: Bull/Bear Models, Calendar Effects Models, Harmony Models, STAR Min/Max Models, and more.

Risk Managed Strategies

Depending on your lifestyle and the market state, your investment strategy might look a little different. RISKMIS has a selection of proven investment strategies designed to work for you. Click the link below to learn more.

Meet the Team

  • Stuart Campbell

    Stuart has advised executives, business owners, and corporations in wealth management, estate planning, and business succession planning for over 30 years both in Canada and the US. He has built and sold a successful boutique financial services firm in Canada and build an RIA in the US. Performed a consultant role at one of the major BD’s in Canada helping top advisors grow their practices. Stuart has earned CLU & CFP designations in Canada, is a TEP and a full member of STEP. He currently lives in Sarasota FL with his wife.

  • John Timmermans

    John has a range of experience, from foreign currency market maker and futures broker to option trader and risk manager, primarily on electronic trading desks. John’s ability to connect with clients and colleague alike has been a drive of success from his roles at GFT Markets, GAIN Capital, IS Risk Analytics, and Luminist Capital. He is sa registered Investment Advisor Representative holding Series 65 and Series 3 licenses. He earned a B.B.A. from Grand Valley State University. He currently lives in East Grand Rapids, MI, with his wife and two children.

  • Justin Biebel

    Justin has extensive experience managing risk associated with options on equities, indices, commodities, and currencies. He’s been managing in option-based portfolios for over 15 years, first as a market maker on the floor of the Chicago Board Options Exchange (CBOE) before continuing onto GFT Markets, GAIN Capital, and Luminist Capital. Justin was responsible for the development and operation of a trading platform which supported option trading on streaming prices on over 15,000 options, 24 hours a day. He received his B.A. in Economics from the University of Michigan and an MBA from the University of Chicago Booth School of Business. He currently lives in Grand Rapids, MI, with his wife, three children, and Spinone.

Podcast

Listen to the Riskmis Podcast. On our podcast, we illuminate and analyze investment strategies and specialized models, giving you the tools to maximize returns and plan for optimal outcomes.