One-Time Educational Portfolio Review
One-Time Educational Portfolio Review
Pricing and Additional Information
Pricing and Additional Information
Pricing and Additional Information
Receive an educational evaluation of your portfolio — built using The Sherco Group’s research-driven framework for understanding business strength, diversification, and financial fundamentals.
Our reviews are designed to help you better understand your portfolio’s strengths, areas for review, diversification considerations, and how individual holdings align with our educational scoring system.
This is not financial advice — it’s general educational commentary, delivered clearly and professionally.
What's Included:
Review of your individual holdings using the Sherco Score™ educational framework
Commentary on portfolio sector balance, diversification, and financial characteristics
Clear educational insights — no personalized investment advice
Observations to help you better understand long-term investing principles
Pricing:
Plus Members: $59 per educational portfolio review
Core Members: $99 per educational portfolio review
Non-Members: $199 per educational portfolio review
Core and Plus Members enjoy discounted pricing and complimentary review benefits!
Complimentary Reviews for Plus Members:
If you're a Plus Member, you receive:
One complimentary educational portfolio review after 3 months of continuous membership
Ongoing complimentary reviews every 6 months as long as you remain an active Plus subscriber
No extra charge — these reviews are provided to deepen your educational understanding of portfolio construction over time.
Educational Notifications for Plus Members:
As a Plus Member, you also receive notifications when a holding in your portfolio shifts scoring zones based on Sherco’s educational framework — helping you stay informed without needing to manually monitor every company.
(No investment recommendations are provided.)
Ready to Get Started?
Plus Members: Purchase additional reviews anytime for just $59, or enjoy your complimentary reviews automatically as you qualify
Core Members: Purchase a one-time educational portfolio review for $99
Non-Members: Purchase a one-time educational portfolio review for $199
Important:
All reviews are for general educational purposes only. They do not constitute personalized investment advice, financial planning, or portfolio management.
How to Request a One-Time Educational Portfolio Review:
To request your portfolio review, simply use the contact form below and include:
Your full name
The email address associated with your Sherco account
A list of your current portfolio holdings
(Please include ticker symbols and, optionally, approximate share counts or percentages if you would like a portfolio balance review.)
All educational portfolio reviews are delivered via written email correspondence only.
This ensures full clarity, a documented record for your reference, and alignment with our commitment to providing educational insights — not personalized investment advice.
Important Notes:
We will manually send you an invoice for your review ($59 for Plus Members, $99 for Core Members, and $199 for Non-members).
Your review will not begin until payment is received.
Once confirmed, you’ll receive clear instructions on how your educational review will be delivered.
We look forward to helping you better understand your portfolio’s alignment with long-term investing principles!
Pricing and Additional Information
Receive an educational evaluation of your portfolio — built using The Sherco Group’s research-driven framework for understanding business strength, diversification, and financial fundamentals.
Our reviews are designed to help you better understand your portfolio’s strengths, areas for review, diversification considerations, and how individual holdings align with our educational scoring system.
This is not financial advice — it’s general educational commentary, delivered clearly and professionally.
What's Included:
Review of your individual holdings using the Sherco Score™ educational framework
Commentary on portfolio sector balance, diversification, and financial characteristics
Clear educational insights — no personalized investment advice
Observations to help you better understand long-term investing principles
Pricing:
Plus Members: $59 per educational portfolio review
Core Members: $99 per educational portfolio review
Non-Members: $199 per educational portfolio review
Core and Plus Members enjoy discounted pricing and complimentary review benefits!
Complimentary Reviews for Plus Members:
If you're a Plus Member, you receive:
One complimentary educational portfolio review after 3 months of continuous membership
Ongoing complimentary reviews every 6 months as long as you remain an active Plus subscriber
No extra charge — these reviews are provided to deepen your educational understanding of portfolio construction over time.
Educational Notifications for Plus Members:
As a Plus Member, you also receive notifications when a holding in your portfolio shifts scoring zones based on Sherco’s educational framework — helping you stay informed without needing to manually monitor every company.
(No investment recommendations are provided.)
Ready to Get Started?
Plus Members: Purchase additional reviews anytime for just $59, or enjoy your complimentary reviews automatically as you qualify
Core Members: Purchase a one-time educational portfolio review for $99
Non-Members: Purchase a one-time educational portfolio review for $199
Important:
All reviews are for general educational purposes only. They do not constitute personalized investment advice, financial planning, or portfolio management.
How to Request a One-Time Educational Portfolio Review:
To request your portfolio review, simply use the contact form below and include:
Your full name
The email address associated with your Sherco account
A list of your current portfolio holdings
(Please include ticker symbols and, optionally, approximate share counts or percentages if you would like a portfolio balance review.)
All educational portfolio reviews are delivered via written email correspondence only.
This ensures full clarity, a documented record for your reference, and alignment with our commitment to providing educational insights — not personalized investment advice.
Important Notes:
We will manually send you an invoice for your review ($59 for Plus Members, $99 for Core Members, and $199 for Non-members).
Your review will not begin until payment is received.
Once confirmed, you’ll receive clear instructions on how your educational review will be delivered.
We look forward to helping you better understand your portfolio’s alignment with long-term investing principles!