Bill Sherman and Jim Gissy go back to 2003, when the two of them first crossed paths in professional circles. In 2008, Jim became a subscriber to The Sherman Sheet; and in 2011, CMS began its third-party manager relationship with Bill, becoming sanctioned to utilize Bill’s methods and models in order to offer Sherman-driven model portfolios to other advisors, and to employee retirement-plan sponsors. Bill, a native of St. Louis, Missouri, graduated from Washington University in St. Louis in 1969 with a Bachelor’s Degree in Mechanical Engineering. He began as an automotive-based mechanical engineer for International Harvester, and went on to pioneer production-line automation for various manufacturing concerns until the late 1970s. In 1980, Bill joined Digital Equipment Corporation as a software engineer; in that time, Bill was assigned to the Pentagon for secure-communications software development, and later worked with the Hong Kong/Shanghai Bank (HSBC) on developing currency-trading workstation software. Eventually Bill went independent as a software consultant and developer, starting in 1987. In 1999, Bill began rolling-out automated stock-market trading systems, selling the first signals to institutional money managers; he transitioned to portfolio manager for RIA and pension clients in 2001.

Bill started publishing market research and commentary for investors and investment advisors in 2004; since 2007, he has been serving the professional advisor community exclusively.