Sherwood Investment Services


  • Customized financial planning and investment management
  • Fee Only.  No commissions
  • Fiduciary relationship with all clients
  • 20+ Years helping clients retire financially secure
  • NAPFA and Multi-State Registered


Sherwood Investment Services is a fiduciary, fee-only (no commissions) Registered Investment Advisory and Financial Planning Service.   They have a 20 year track record in bull and bear markets, using proprietary models to develop sound financial strategies and manage investments for investors who want their money to last.   They help families and individuals of all ages reach their financial goals.  They specialize in retirement planning and investment management, serving clients in Washington State and nationwide.  All securities are purchased and sold without commissions.

Sherwood Investment Services does not receive one penny in commissions. Because it is a financial fiduciary, all possible conflicts of interests are avoided.   "We have nothing to sell you and no sales quotas to meet.  Our fee is based solely on the value of your investment portfolio, so when your portfolio grows, we both benefit."

Each client receives customized investment strategies.   "Everything we do is aimed at helping our clients meet their financial goals with the least risk possible.   If you who are preparing for retirement, we will help you to be financially secure."

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.

You receive one-on-one personalized service of a small firm, but with the support services of a large firm since we 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."

 
How Are We Different?
  • No Commissions!
  • Retirement planning and investment management specialists helping clients maximize their Social Security benefits.
  • We don't rebalance your portfolio just once a year.  We continually look for opportunities to efficiently upgrade your portfolio.
  • We have specific financial and legal responsibilities not required of a stock broker.

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


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