What We Do




 

 

We manage your investments as if they were our own.

  • Customized Financial Strategies
We specialize in developing customized financial plans and investment strategies to help you reach your objectives.


  • Investment Management
We manage the recommended investment portfolio, continually looking for new investment opportunities and working to minimize fund expenses and other charges that can reduce the return on your investments.


  • Socially Responsible
We can include investments in socially and environmentally responsible companies.


  • Personalized Service
Our service is personalized and financial plans and portfolios are tailored to meet your own specific needs.


  • Independent Advice
We never pressure you because there is no pressure on us to sell any investment or insurance.  By being independent, our recommendations are unbiased and always in your best interest.


  • Accessibility
We work closely with you and can be reached daily by phone (toll-free), email and fax.  All calls are returned the same day if possible.


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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