Investment Management
Ashford Investment Advisors offers the following services to our individual clients and Trusts, Guardianships, IRA Rollovers and Taxable portfolios:
- Determine investment objectives
- Measure risk tolerance
- Match objectives with risk
- Design and manage asset allocation strategy, and
- Rebalance asset classes to best risk/reward level
Performance Evaluation
Ashford Investment Advisors provides independent evaluations for our Institutional investors, Defined Benefit pension plans and Defined Contribution retirement plans. Our performance evaluations are based on the following criteria:
- Diversification
- Investment Policy Statement
- Portfolio risk
- Asset Allocation strategy
- Sharpe Ratio calculation
- Benchmark selection and comparison
- Total Return vs. Standard Deviation
Manager Selection
Ashford Investment Advisors has been evaluating and selecting portfolio managers for institutional-sized clients for the past thirty-five years.
We have developed a manager selection process that has produced excellent results and is based on the following:
- Return achieved vs. amount of risk taken
- Total return by asset class
- Fees charged
- Manager’s rank in category
- Alpha or excess returns achieved over appropriate benchmark
- Manager’s ability to adhere to his stated discipline.