Process
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.
Contact us to learn more today!