Working With You


We develop a financial strategy and manage your investments using a proven, six-step process.
 
 
 


  1. Identify Your Objectives
    We start by understanding your current financial situation, objectives and needs.

  2. Determine Your Tolerance for Volatility
    Our objective is to achieve the best returns for you commensurate with your objectives and tolerance for investment fluctuations.

  3. Formulate a Specific Strategy
    After understanding your financial picture, we develop a personalized financial plan and investment portfolio.

  4. Select and Manage Your Investments
    We work to minimize fund expenses and other charges that can reduce investment returns.

  5. Monitor and Update Your Investments
    Your portfolio is continually monitored and investments are efficiently upgraded.

  6. Work Closely with You
    Your calls are returned the same day, if possible.  You can reach us daily by phone (425-898-8989) or the internet, moreinfo@sherwood-investments.com.

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Your financial goals are unique, so the strategies we develop for you are also unique.

 

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