Ford Investment & Retirement Management LLC

Overview

Ford Investment & Retirement Management LLC is a small, single-owner advisory firm that provides financial planning and discretionary portfolio management to individuals and small businesses. The firm charges clients using a mix of percentage-of-assets and fixed fees. Its regulatory filings identify equities as the primary preference, with the portfolio construction tilting toward exchange-traded instruments and liquid equity exposure rather than illiquid private placements. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and is not listed as a capital allocator or related adviser. Custody and trade execution are routed through a major retail custodian, which supports a straightforward, liquid investing approach consistent with the firm’s size.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices