We are excited to announce that Charles Schwab & Co., Inc. (“Schwab”), a subsidiary of The Charles Schwab Corporation, has been selected as a custodian of record for our clients.

When it comes to serving our clients and caring for their financial well-being, we have never settled for “good enough;” we strive to provide the best possible resources available in the industry today. That guiding principle led us to choose Pershing as a custodian at our founding and it has led us to add Schwab as a partner now. We are proud to be able to offer our clients a choice between two high-quality custodians.

Schwab supports over 7,000 firms with over $2.95 trillion in client assets and boasts a 25-year track record of supporting independent advisors and their clients. We found their long history of profitability and financial viability to be very comforting in today’s uncertain and sometimes volatile environment. As a point of reference, during the 2008 financial crisis, Schwab neither asked for, nor was forced to receive, a government bailout. Additionally, they remained completely independent and were not forced to merge with another firm to remain solvent.

Sherwood Investment Management is a privately-held investment advisory practice that is dedicated to relieving the stress and complexities of wealth management for the individuals and families we serve. To learn more about our new relationship with Schwab, please contact us at 970-719-0330.


Photo credit: Brendan Church