What We Don't Do
don't take any more risk than fits your comfort level.
- We do not sell annuities or any insurance product
The only thing we sell is our professional financial advice and portfolio management services.
- We do not take custody of your funds
All funds and assets remain in your name and are held by TD Ameritrade Institutional Services, a national brokerage firm.
- We do not try to project the next "hot investment"
Careful selection of securities leads to the best and most consistent investment returns.
- We do not guarantee a rate of return or that you will never lose money
All investments carry a risk, even CDs, money market funds, and cash hidden under
- We do not have a third party manage your investments
Your investments are actively managed by us.
- We do not use unintelligible financial jargon
We want you to understand our recommendations, services, and explanations.
- We do not disclose your personal information to others
All conversations and information remain confidential.
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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 - © 2017