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Sherwood


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Are you taking too much risk with your investments?

Founder


Brian Littlejohn

Registered Investment Advisor
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Prior to founding Sherwood, I served as an Investment Advisor at The Wealth Conservancy in Boulder, CO. There I provided a select but diverse group of clients the entire spectrum of wealth management services. In particular, I was responsible for implementing investment strategies for $250 million in client assets. Before pursuing my passion for investing, I served as an officer in the United States Air Force. I flew several types of aircraft before transitioning into the engineering field. As an engineer, I managed large-scale construction projects in the United States and overseas. I continue to embrace the Air Force core values of integrity, service, and excellence. I have earned the following relevant degrees and designations:

Master of Science in Financial Analysis (MSFA):

This program focuses on all the areas deemed crucial by the investment management profession and embodied in the Chartered Financial Analyst (CFA) designation that is awarded by the CFA Institute. These areas include economics, public equity, private equity, hedge funds, natural resources, derivatives, statistics, corporate finance, fixed income, ethics, and portfolio management.

CERTIFIED FINANCIAL PLANNERTM (CFP®):

These professionals must (1) meet substantial educational requirements in the areas of risk management, investing, income taxes, retirement planning, and estate planning, (2) pass a rigorous 10-hour examination, (3) have at least three years of experience, and (4) agree to a stringent code of ethics. CERTIFIED FINANCIAL PLANNER™ professionals must also complete 30 hours of continuing education every two years.

Master of Business Administration (MBA):

This curriculum includes the domains of business law, human capital management, organizational leadership, quantitative methods for business, economics, accounting, applied business research & statistics, operations management, corporate finance, investments, marketing, and strategic planning & implementation.

   When I’m not helping clients or teaching finance classes, I enjoy spending time with my family, playing tennis, hiking, skiing, and traveling. I have been to 48 of the 50 States (Alaska and South Dakota are the holdouts) and have lived in Sarasota, FL, Boston, MA, Tucson, AZ, Albuquerque, NM, Boulder, CO, and San Francisco, CA.

  • Someone's sitting in the shade today because someone planted a tree a long time ago.

    — Warren Buffett —

Contact


Sherwood Investment Management LLC

P.O. Box 5474
Petaluma, CA 94955

Phone: 707.776.7331 | Email: brian@sherwoodim.com

All enquiries will be held in the strictest confidence.

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