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Brian Littlejohn

Personal Finance, Retirement, Investing
“Brian Littlejohn, Founder of Sherwood Investment Management, develops customized asset management solutions for individuals and families.”

Sherwood Investment Management

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

Brian received his Master of Science in Financial Analysis (MSFA) from the University of San Francisco in 2014. He received his MBA in Finance from the University of Arizona, and is a CERTIFIED FINANCIAL PLANNER(TM). Brian graduated from Clemson University with a BS in Civil Engineering.

When he's not helping clients, Brian enjoys spending time with his family, playing tennis, hiking, skiing, and traveling. He has been to 48 of the 50 States (Alaska and South Dakota are the holdouts) and has lived in Sarasota, FL, Boston, MA, Tucson, AZ, Albuquerque, NM, Boulder, CO, and San Francisco, CA.


MS, Financial Analysis, University of San Francisco
MBA, Finance, University of Arizona
BS, Civil Engineering, Clemson University

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All Articles
January 2018
    Retirement, Retirement Plans, Retirement Savings

All Answers
    International / Global
What is the value of a currency swap when you initially enter into the swap?

The initial value of a standard currency swap is $0. The two parties to the swap exchange the notional principal amount at the outset.

April 2017
    Financial Planning, Choosing an Advisor
What does comprehensive financial planning entail?
April 2017
What is the criteria for a stock to become part of an index?
April 2017
    Choosing an Advisor
What are the fees associated with opening a brokerage account?
March 2017
    Retirement, Investing, Real Estate
Why should investors only hold REITs in qualified retirement plans to avoid higher taxes?
March 2017