G.W. Sherwold Associates, Inc.

Overview

G.W. Sherwold Associates, Inc. is an independent broker-dealer and insurance broker that provides advisory and brokerage services to individual, family and institutional clients. The firm is SEC-registered (2020) and owned by an individual; its advisory offering covers financial planning, separately managed portfolios for individuals and small businesses, portfolio management for institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, while brokerage and insurance channels support product access and execution. Investment activity emphasizes a traditional multi-asset approach for core portfolios supplemented with third-party alternative managers. Manager allocation focus is on liquid mutual funds and annuities for core exposure, with targeted allocations to hedge funds and real estate strategies to add non-correlated return streams and income. The firm does not position itself as an active ESG investor and does not operate as a multi-state adviser.

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