Ashford Investment Advisors

Overview

Ashford Investment Advisors is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides traditional advisory services including portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee arrangements include percentage-of-AUM billing and hourly charges. Filings indicate the firm does not position itself as an active ESG investor and is not marked as a multi-state adviser.

Assets & Accounts

Investments & Alternatives