Scott Scherrer, the principal
of Scherrer Financial Services, has been an active independent
investor since 1976. As a Registered Investment Advisor, Mr.
Scherrer develops and executes strategic and tactical financial
plans on a personal basis. For some clients, we invest a client-determined
amount into the stock markets. For other clients, their financial
assets are allocated into different areas to provide a diversified
investment profile and appropriate risk for the financial
goal. Based on the client needs, SFS will provide the
research, focus, and diligence to strive toward their financial
goal.
For broader management portfolios, common stock investments
are balanced with fixed income investments and annuities to
reduce risk and provide needed income streams.
Accounts are not handled by SFS. Investment funds are
usually held at discount broker Scottrade. This can reduce
commissions and provides real-time access to accounts and
funds to the client.
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Services
Investment Account Management
Tax Advising
Financial Advising
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Form ADV Part 2 Brochure
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