Investors are attracted to Ashford Investment Advisors due to the in-depth experience of our Principals, our unique and proprietary business model, and our investment philosophy with a scientifically documented and successful track record.  Ashford Investment Advisors has over thirty-five years of experience in the Financial Services industry. 

 

Mike Walsh, founder and CEO of Ashford, has significant experience at a major Wall Street investment bank and  was formerly the President of a Wall Street Brokerage Firm and  a Member of the Chicago Mercantile Exchange, the largest exchange in the world.  Mr. Walsh has earned distinction and an excellent reputation for his role in managing investment portfolios for individual investors and institutions.

 

Tom McGuire is an Attorney, Registered Investment Advisor and an Accredited Investment Fiduciary (AIF).  Mr. McGuire’s specific focus and expertise is in the Defined Contribution and asset allocation segments.  Tom has been advising clients for over fifteen years, and has special expertise in working with not-for-profit organizations and health care organizations. 

 

Our investment philosophy is to first understand each client’s goals, objectives and risk tolerance, and to design a solution to meet those needs. Proper selection of asset classes allows for improved returns with lower risk measurements.  We believe that buying companies with a low price-to-book ratio produces the best results of all of the standard ratios.

 

Our clients have access to investment expertise from numerous sources, and they choose to align with Ashford Investment Advisors for our industry knowledge and our independent status: we are a private firm with no conflicts of interest in the products and services we offer. 

 

We take pride in being available and responsive to all of our clients in a very timely manner.

 

If  this fits with your investment philosophy, please contact us for additional information.