Blog


For Immediate Release

Date: February 23, 2017
Contact:
Sherwood Investment Management
Brian Littlejohn
707.776.7331
brian@sherwoodim.com
www.sherwoodim.com

SHERWOOD INVESTMENT MANAGEMENT IMPLEMENTS AWARD-WINNING RISK ALIGNMENT PLATFORM TO DRIVE CLIENT SUCCESS

Petaluma, CA – Sherwood Investment Management announced it has implemented Riskalyze, the world’s first first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.

Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.

“We look forward to using Riskalyze to provide our clients with enhanced risk clarity in their portfolios,” says Brian Littlejohn, Founder and CEO at Sherwood Investment Management.

“Sherwood has ushered in a new era of predictability and reliability for their clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like Sherwood, who are committed to investing in the success of their clients by empowering fearless investing.”

About Sherwood Investment Management
Brian Littlejohn is the Founder and CEO of Sherwood Investment Management, a fee-only financial advisor firm in Sonoma County, California.  Brian is a CERTIFIED FINANCIAL PLANNERTM professional who specializes in investment management.  He holds a MBA and a Master’s Degree in Financial Analysis.  He has over a decade of experience helping clients achieve their financial goals and occasionally teaches investing and financial planning courses as an adjunct professor. To learn more, visit www.sherwoodim.com.

About Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.

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http://www.investopedia.com/advisor-network/advisors/67739/brian-littlejohn-cfp-/

A sample of some of the Q&A you can find there is below:

User: Do lower interest rates increase investment spending?

Brian: Generally speaking, yes.  Lower interest rates mean that the cost of borrowing money is cheaper.  People/Corporations/Etc. borrow the cheaper money and invest it in all sorts of things.

User: Do mutual funds pay dividends or interest?

Brian: It depends on the mutual fund.  Some pay only dividends.  Some pay only interest.  Some pay both.

User: What are the risks of rolling my 401(k) into an annuity?

Brian: One risk to consider is interest rates.  If you go with an annuity now, chances are good that you’ll be locking in a relatively low interest rate.  Depending on the terms of the annuity, you may be stuck with receiving payments based on that lower rate for quite some time.

Beware!  Annuities can be tricky…be sure to read the fine print (or have a trusted advisor do so on your behalf).

 

Brian Littlejohn is the Founder and CEO of Sherwood Investment Management, a fee-only financial advisor firm in Sonoma County, California.  Brian is a CERTIFIED FINANCIAL PLANNERTM professional who specializes in investment management.  He holds a MBA and a Master’s Degree in Financial Analysis.  He has over a decade of experience helping clients achieve their financial goals and frequently teaches investing and financial planning courses as an adjunct professor.     

http://money.cnn.com/2016/09/08/investing/wells-fargo-created-phony-accounts-bank-fees/

http://www.rollingstone.com/politics/news/why-the-banks-should-be-broken-up-20160408

 

http://money.usnews.com/investing/articles/2016-07-14/how-to-set-up-an-online-brokerage-account

Brian Littlejohn is the Founder and CEO of Sherwood Investment Management, a fee-only financial advisor firm in Sonoma County, California.  Brian is a CERTIFIED FINANCIAL PLANNERTM professional who specializes in investment management.  He holds a MBA and a Master’s Degree in Financial Analysis.  He has over a decade of experience helping clients achieve their financial goals and frequently teaches investing and financial planning courses as an adjunct professor.