Sherwood Investments

Overview

Sherwood Investments is an independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm focuses on serving individual and family clients as well as small-business relationships, charging fees based on a percentage of assets under management and offering financial planning and portfolio management services. Sherwood is not identified as an active ESG investor and is flagged as not being a multi-state adviser; it also does not function as a capital allocator, which aligns with its use of third‑party managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices