How we are Unique

 

Our business is structured so that everything we do is in your best interests.


  1. Serving Clients Through all Kinds of Markets
    We have helped investors through good and bad times achieve their financial goals.

  2. Focus on You and Your Interests
    Sherwood Investment Services has specific fiduciary responsibilities not required of stock brokers.  We are required to do what is in your best interest at all times, unlike a stock broker.

  3. Independent and Objective Recommendations
    By being independent, you receive objective, unbiased advice.  We have nothing to sell; no sales quotas to meet; and no pressure to sell in-house products.

  4. Low Fees.  All Mutual Funds Bought Without a Load
    We recommend and buy many different types of investments for our clients, including stocks, bonds, and mutual funds.  Both load and no-load mutual funds are used since you never pay a load (fee) when you buy or sell.

  5. Personalized Service with Team Support
    You receive one-on-one personalized service of a small firm with the support services of a large firm since we work with an expert team of CPAs and estate attorneys.

  6. Customized Portfolios
    Your objectives are unique.  Therefore, your investment portfolio will be unique.

  7. Quality Analysis
    Rigorous analysis along with many years of investment experience is used to select the best investments to help you achieve your objectives.

  8. Socially Responsible
    We can show you attractive investments in socially and environmentally responsible companies.

  9. Frequent Communication
    We stay in touch with you, keep you informed, and are available for you when you need us.  We return all calls the same day.

  10. Understandable Communication
    We simplify complex topics by using understandable language.  We want you to understand our recommendations and explanations.

 

And No. 11:  No commissions , so no conflicts of interest.

 

Contact us for additional information

Eric Linger, dba Sherwood Investment Services, is a registered investment advisor in the State of Washington and New Jersey. The advisor transacts business only in states where it is appropriately registered or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

 

Sherwood Investment Services - 2011