Disclosures


GENERAL

Brian Littlejohn, MBA, CFP®, CFA is a fee-only financial advisor serving clients in Glenwood Springs, CO and beyond. His firm, Sherwood Investment Management, provides investment management, retirement planning, and comprehensive financial planning to help clients organize, grow, and protect their assets. Sherwood Investment Management is completely independent, acts as a fiduciary for its clients at all times, and never accepts commissions of any kind.

WEBSITE CONTENT

All content on this website is provided for informational purposes only. Any opinions expressed herein are solely those of Sherwood Investment Management LLC unless otherwise specifically cited. Further, all of the material presented is believed to originate from reliable sources. No representations are made by the firm as to another parties’ informational accuracy or completeness. All of the information and/or ideas provided should be discussed in detail with an advisor, accountant, or attorney prior to implementation.

This website may provide links to other websites for the convenience of its users.  Sherwood Investment Management LLC has no control over the content or accuracy of these other websites.

REGISTRATION INFORMATION

Advisory services are offered through Sherwood Investment Management LLC, a Colorado investment advisor firm. The presence of this website on the internet shall not directly or indirectly be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by the firm in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their chosen representatives, a consumer should contact the securities administrator in their state.