Investment Management

At Ford Wealth Management, our investment management services are designed around your unique financial goals, risk tolerance, and long-term vision. As a high-net-worth investor, 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.

Professional, Personalized, and Purpose-Driven

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.

Our Investment Strategies

We offer a range of proprietary model portfolios, each built with a clear philosophy and disciplined methodology. While all models are customizable within your risk tolerance profile, two cornerstone offerings include:

  • Wills and Trusts

    Establish clear directives for how assets are managed and distributed. Planning may include wills, revocable trusts, and guardianship decisions where appropriate.

  • Health and Financial Decisions

    Put the right people in place to act on your behalf if needed. This includes durable power of attorney, health care proxy, and advance directive documents.

  • Legacy and Wealth Transfer

    Coordinate beneficiaries, titling, and planning strategies to keep your intent clear and efficient. Planning can also support charitable giving and succession conversations.