Sherwood Investment Services


  • Customized retirement planning and investment management
  • 25+ Years investment experience to clients nationwide
  • Fee Only.  No commissions
  • SEC and NAPFA Registered


Sherwood Investment Services has 25+ years experience providing completely independent financial planning and investment management.  They manage investments and specialize in helping clients plan, prepare and enjoy retirement on a fee-only basis (no commissions).  Their clients are nationwide.

Sherwood Investment Services is a fee only financial planner and investment advisor.  All securities are purchased and sold without commissions.  They do not receive one penny from commissions, thereby avoiding any possible conflicts of interests.   "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."

Each client receives personalized financial planning and their portfolios are customized to meet their own specific needs.   "Everything we do is aimed at helping our clients meet their financial goals with the least risk possible."

By being independent they are not pressured to sell any financial investment or insurance that might not be in your best interest.   "We have nothing to sell you and no sales quotas to meet.  You receive objective, unbiased advice, assuring that the financial strategy developed for you fits your objectives."

"We want to help you achieve financial security and worry less about your financial future."

As an SEC Registered Investment Advisor, they have 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 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. Their clients reside in over a dozen different states."  
  • We want you to have financial security, not just securities.

  • Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.

Contact us for additional information

 

 

 

Sherwood Investment Services - © 2003