Investment Management
Professional, Personalized, and Process-Driven
At Ford Wealth Management, our investment management services are tailored to your unique financial goals, risk tolerance, and long-term objectives. As a private wealth client, you deserve an investment strategy that combines deliberate diversification, disciplined risk management, and right-sized customizations — all within a transparent, fee-based framework that aligns our incentives with your success.
Our Investment Strategies
We offer custom model portfolios built on a foundation of multi-asset diversification. By combining asset classes that behave differently from one another (uncorrelated assets), we help mitigate risk and reduce the impact of market downturns.
While every portfolio is customized to your risk tolerance, our two cornerstone models offer distinct approaches to this philosophy:
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A Dynamic, Multi-Asset Strategy for a New Market Regime
The ActiveTactical portfolio (based on the Real Asset Allocation model) is designed for investors who believe the old rules of investing no longer apply. In today's "New Market Regime," sticky inflation has caused stocks and bonds to move together, breaking the traditional safety net of the "60/40" portfolio.
To address this, ActiveTactical expands the investment universe beyond traditional stocks and bonds to include uncorrelated real assets, such as commodities, gold, energy, and real estate.
Expanded Multi-Asset Menu: By accessing 17 distinct asset classes, the model finds opportunities in areas that traditional portfolios often ignore.
Adaptive Trend Following: Utilizing a "Trend Breadth" engine, the model dynamically rotates exposure toward assets with positive momentum and cuts exposure to those that are falling.
Risk-Managed Weighting: We use Hierarchical Risk Parity (HRP) to balance the portfolio based on volatility rather than capital. This ensures that risky assets do not dominate the portfolio, providing a smoother ride during turbulent times.
Ideal For: Investors seeking an actively managed, responsive strategy that can pivot quickly to protect capital and exploit new trends.
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A Strategic, Diversified Core
The Passive 7Twelve portfolio is a disciplined, strategic approach to multi-asset investing. Grounded in the 7Twelve® framework, it moves far beyond the simple two-asset mix of stocks and bonds to embrace a "deep diversification" philosophy.
12 Distinct Asset Sleeves: This model invests across 12 distinct asset categories, covering U.S. equities, global equities, bonds, and—crucially—inflation hedges like real estate, resources, and commodities.
Uncorrelated Diversification: By allocating equally across these 12 sleeves, the portfolio ensures that performance is not reliant on any single market segment (like US Tech). When one asset class struggles, uncorrelated assets in other sleeves are designed to pick up the slack.
Disciplined Rebalancing: The portfolio is rebalanced periodically (typically annually) to sell high and buy low, maintaining a consistent risk profile over the long term without attempting to time the market.
Ideal For: Investors who value stability and want a "buy-and-hold" strategy that captures broad global returns through deep diversification.
Our Approach: Customized, Client-First Investing
We don’t use one-size-fits-all portfolios. Every client relationship begins with a deep understanding of:
Your financial goals — growth, income, capital preservation or legacy planning
Your risk tolerance and time horizon
Your broader financial picture, including taxes, liquidity needs, and existing assets
This allows us to design an investment strategy that is tailored to you, and structured to withstand a variety of market environments. Your advisor works with you to define a comfort-based risk profile, ensuring that your allocations are suited not just to financial theory, but to your personal capacity for volatility and loss.