Sherwood Financial Partners, LLC

Sherwood Financial Partners, LLC is a Limited Liability Company established in February 2019, with principal owner Matthew Davis. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current situation and a plan matching their needs. The firm may request discretionary authority to execute transactions without prior client permission, always aiming to act in clients' best interests as a fiduciary. Services include Family Office Engagement for high-net-worth families and Basic Investing Engagement with lower fees. Financial planning services cover investment, tax, retirement, and debt planning. SFPL primarily advises on mutual funds and ETFs, with a focus on value-based indexing and active management. The firm charges asset-based fees ranging from 0.40% to 0.80%, with fees paid quarterly in advance. SFPL does not accept performance-based fees and generally serves individuals, high-net-worth individuals, and charitable organizations with a minimum account size of $1,500,000. The firm's investment strategies involve fundamental analysis, modern portfolio theory, and long-term trading, with a focus on risk management. Clients receive regular reports and reviews, and SFPL does not accept economic benefits for advice rendered to clients. The firm provides both discretionary and non-discretionary investment advisory services, with clients retaining voting authority for their securities. SFPL has no financial conditions impairing its ability to meet contractual commitments.