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 - Extensive Experience

    Through both bull and bear markets over 20 years, Sherwood Investment Services had helped investors achieve their financial goals.

  2. Ficuciary -- Focus is on You

    Sherwood Investment Services has specific fiduciary responsibilities not required of stock brokers.  We are required to always do what is in your best interest.

  3. Independent Advisor

    There is no pressure on us to sell "in-house"products.  We can select the best investments fitting your objectives.

  4. 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.

  5. Personalized Portfolios

    Your objectives are unique.  Therefore, your investment strategy and portfolio will be unique.

  6. Quality Analysis

    Rigorous analysis along with many years of investment experience is used to help you achieve your objectives.

  7. Understandable Communication

    We simplify complex topics so you understand our recommendations and explanations.

  8. Frequent Communication

    We keep you informed.   All calls are returned the same day.

 

And No. 9:  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 - © 2017