About Steele Asset Management

Steele Asset Management offers uniquely unbiased personalized money management for all different levels of wealth. We manage assets for performance, low volatility and tax efficiency. Your interests come first at Steele Asset Management, because our payment structure is based on your earnings. We sell no insurance or financial products, and are fiduciary's to our clients. Our only goal and incentive is to grow your net worth.

We Keep You Informed

Each quarter clients receive a personalized report, or a snap shot of all their accounts emailed directly to them. This keeps both the client continually informed and the advisor accountable.

Biography

Sherman Marquis Steele says the term "asset manager" is the most accurate description of his work. The influence of his father, a government economist, taught Sherman the fundamentals of value investing and an appreciation of money's true worth at a young age. The lessons of those early years remain a guiding principle for him to this day.
Sherman became a top ranked tennis professional after college graduation. He applied those same qualities to the corporate world, and quickly rose to become Vice-President of an Aetna subsidiary. Sherman established Steele Asset Management in 1997, with the fiduciary model that links his company's prosperity to the achievement of his client's investment goals. He doesn't succeed unless his customers do. The arrangement the Financial Planning Association acclaims as the fairest method of conducting business has been an unqualified success for Sherman. This business plan assures the company's clientele that his motivations are always compatible with their own.