Carl P. Sherr & Co., LLC

Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and small businesses. The firm offers both discretionary and non‑discretionary portfolio management alongside comprehensive planning engagements, and commonly uses percentage‑of‑assets billing for advisory services.

The firm develops individualized investment policies based on clients’ goals, time horizons, risk tolerance and tax considerations, emphasizing asset allocation, mutual fund/ETF analysis and long‑term holdings. It manages the bulk of its assets on a discretionary basis, employs a team approach to planning with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support research, custody and reporting.

Noteworthy within its peer group, the firm combines a long operating history (since 1964) with a relatively small advisory staff despite managing several hundred million dollars in client assets. It discloses a flat‑fee planning model distinct from many peers, explicitly incorporates emerging technologies (including AI) into its research processes, and maintains a policy to vote proxies for client accounts.