Services

As a fee-only investment advisory firm, Ashford Investment Advisors is available to help provide fiduciary perspective on employer-sponsored retirement plans or for individual investment objectives.

Investment Management

Ashford Investment Advisors works with employer-sponsored plans as well as individuals to:

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

We provide independent performance evaluations 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 individual and institutional clients for the past forty 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.