Investment Choices


While most portfolios are concentrated in mutual funds, stocks and individual bonds, other securities are included if they fit your investment objectives and risk tolerance.

For the socially responsible investor, we offer attractive equity and fixed income opportunities in socially and environmentally responsible companies and mutual funds.

All securities are purchased and sold for you without commissions to avoid conflicts of interests.

Investments Available
    • Individual Equities (stocks)
    • Stock Options
    • Preferred Stocks
    • Corporate Bonds
    • Municipal Bonds
    • Treasury Bills, Notes and Bonds
    • 529 College Saving Plans
    • Socially Responsible Funds and Companies
  • U.S. Government Bonds
  • U.S. Agency Bonds
  • Mutual Funds
  • ETFs
  • Bank CD's
  • CMO's
  • Unit Investment Trusts
  • Annuities

You are always placed in the investments best fitting your objectives.

 

Contact us for additional information
Sherwood Investment Services - © 2003