A complete list of active advisors currently associated with Ford Investment & Retirement Management LLC
Warmer can help you find a great advisor at Ford Investment & Retirement Management LLC or one who fits your needs even better.
Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals, including both non-high-net-worth and high-net-worth clients. The firm constructs client portfolios primarily with stocks and ETFs and offers ongoing financial planning and ad-hoc consulting engagements. The advisor applies a mix of fundamental, technical and charting analysis and emphasizes short-term, actively managed strategies that may involve trading positions held for less than one year; fees are charged as a percentage of assets under management, consistent with common practice in the category. Portfolios may include mutual funds, bonds, cash hedges and, at times, more specialized ETF exposures, with investment decisions implemented through a recommended institutional custody platform. Distinctive features include a small, single-advisor operation where the principal maintains an unrelated full-time engineering role outside the firm, and an explicit willingness to employ leveraged/inverse and cryptocurrency ETF strategies alongside traditional equity and ETF allocations. The firm also combines discretionary portfolio management with written financial plans and ongoing monthly planning options, an offering mix that is less typical for managers that primarily serve pooled or institutional mandates.
To learn more about the advisors currently working at Ford Investment & Retirement Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
York, PA
| 5
|
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