Sherwood Investment Services

• Customized financial planning and investment management
• 25+ Years professional financial experience
• 15+ Years serving individual clients nationwide
• Fee Only.  No commissions
  
• SEC and NAPFA Registered
  

Sherwood Investment Services is a fee-only (no commissions) Registered Investment Advisor and Financial Planner, with over 25 years financial management experience.  They help families and individuals of all ages reach their financial goal, serving clients nationwide in over 12 states.  All securities are purchased and sold without commissions.

Because Sherwood Investment Services does not receive one penny from commissions, all possible conflicts of interests are avoided.   "We have nothing to sell you and no sales quotas to meet.  The only product we sell is our exceptional service, unbiased investment advice, and sound investment strategies.  Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit.   Clients know we are working to make their assets grow in good times and preserve them in bad times."

Each client receives customized financial plans and investment strategies to meet their own specific needs.   "Everything we do is aimed at helping our clients meet their financial goals with the least risk possible.  We want to help you achieve financial security and worry less about your financial future."

There is never a charge for meetings, calling, or communicating via email with questions, something clients might be hesitant to do if they were paying by the hour.

As an SEC Registered Investment Advisor, SIS has specific fiduciary responsibilities not required of a stock broker.  Their legal and ethical responsibility is to you, and they are required to do what is in your best interest at all times.

You receive one-on-one personalized service of a small firm, but with the support services of a large firm since they work with an expert team of CPAs and estate attorneys.   "We stay in frequent contact with you to keep you informed and for us to remain up-to-date on your financial requirements."

Regardless of where you live, you can easily reach them and they can work with you since Sherwood Investment Services is registered nationwide with the SEC.  They serve clients in over a dozen different states."

Contact us for additional information